# Oracle, in effort to reduce reliance on Nvidia, adds AI chips from Google, Cerebras, and SambaNova

> **Open Intelligence Dossier** · First detected: 2026-10-27 21:20 UTC · Category: Business

## Executive Summary
Oracle is diversifying its AI hardware portfolio by integrating chips from Google, Cerebras, and SambaNova to reduce its dependency on Nvidia.

## Intelligence Brief
Oracle is implementing a strategic expansion of its hardware offerings within the Oracle Cloud Infrastructure. According to reports from Yahoo Finance, the company is adding AI chips from Google, Cerebras, and SambaNova as part of a broader effort to reduce its reliance on Nvidia. While Oracle is diversifying its sources, Reuters reports that the company is simultaneously expanding its existing chip supply deal with Nvidia. These hardware additions are designed to enhance the capabilities of Oracle's AI cloud services by providing a wider variety of processing options for its customers. Coverage from several major financial and news outlets highlights the immediate market reaction to these announcements. Yahoo Finance notes that Oracle's stock rose 5% following the news that Google TPUs are coming to the Oracle Cloud and the Nvidia deal is expanding.


Bloomberg and Quartz provide specific details on the partnership with Cerebras, stating that Oracle will offer Cerebras computers in its AI cloud service, with Quartz specifying that these chips will be available starting in 2027. Seeking Alpha notes that these new chip partnerships have caused Oracle to perk up ahead of its upcoming Investor Day. This shift occurs during a period of intense competition among cloud providers. Yahoo Finance observes that while Oracle's stock rose, Amazon's stock nudged higher and Microsoft's stock treaded water. The integration of Google TPUs into Oracle Cloud Infrastructure represents a significant cross-provider hardware arrangement. By incorporating chips from specialized firms like Cerebras and SambaNova alongside established giants like Google and Nvidia, Oracle is positioning its cloud infrastructure to support a more diverse range of AI workloads and hardware architectures.


Future developments will center on the deployment timelines and the specific impact on Oracle's cloud performance. Based on the reported timeline from Quartz, the market will be watching for the actual rollout of Cerebras AI chips in 2027. Additionally, the upcoming Investor Day mentioned by Seeking Alpha will likely provide more context on how these partnerships fit into Oracle's long-term financial and technical strategy. The company continues to balance its expanding relationship with Nvidia while integrating the new TPU and AI chip offerings from its other partners.

## Multi-Source Evidence Table
| Source Outlet | Headline | Verification URL |
|---|---|---|
| The Information | Oracle To Start Running Google TPUs in Its Cloud | [Source Link](https://news.google.com/rss/articles/CBMihgFBVV95cUxPTVNDb09uZ1pEMTd6aE83R05xVDAtZE16MlZRZE1lNW54VE8xcGJnbnFucXd6d3NhcDRLX2cyNGkyd19NVzZUTlQ4czcxbFRPcFA4eGdrelVvQ290c285VDlSbU13XzM4SE03d29uTGprU3JyMVpqbVRoNWtwbV84ZFcwWnRUZw?oc=5) |
| NVIDIA Newsroom | NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure | [Source Link](https://news.google.com/rss/articles/CBMi7wFBVV95cUxNMkc2eEt1TWtsdGMyakwwbENvTldlM2tKNjJTb1RwSTdnbXgxOTVwWmRyTlVSeElfcmtGclZnbThpR05IOVQ2SmdxMlpZMVByMFRZU29aeVNXSHR3VWpZWDJ2M2FROFVwZlZOUkdFTXRKR0U3M1hCLTVNSE84V25YZnEwYXRkRTFPVXV0QWdZdzdSVnhtYzVLajlLQlo3bUFTRUc3VWtsUGswdWJraVQxXzU3MExyZGhpNmY0a2FCRUU4NE1Ma3lSYnFGbE41OTNnLUU1MmhaaWc5a25qMjVnTENtQ2JIbFRMTmt0blhfWQ?oc=5) |
| Yahoo Finance | Oracle Expands Cloud Infrastructure Arsenal With Google, OpenAI, And Cerebras Partnerships | [Source Link](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPdDU3bGNqR3dyemtNTG5ucDNRUGo0UlFPNS13QV9ScUk5RFE0TW1PckFYVjVoMUFBMjV3RnRwd1NQX21FNURXN1Bkcm83WnpxT2RrN0xZN0U3aFRoUHhjeExZdVk5YlF4dEFiMjZqQnItNGVQZW1BWDZSTHl3UW1Hb3dwUWdUWnFrSUlHOUpfN3VocmNSbThGV1N0V2E1a05yb1djSXVONi0wVHM?oc=5) |
| Google Cloud Press Corner | Oracle Brings Google TPUs to Oracle Cloud Infrastructure | [Source Link](https://news.google.com/rss/articles/CBMiqgFBVV95cUxPSGxTd0N1QnRFSm04dXVGWW8tZzVpYldJR19TbGZfSVJnNjh0elBYaFROaDBFdkJMeXA4YlJ1NFZEQTNheDVtbnFGZ0F3Z3ROcGVaRFBLa1Y0UEs3Qmo2VFJqUzZBOFVoeWFmcnVtZ1FoZXpqVDhNNzZ4bW8wMEZaeS1kN3N3THo2NTZVaXU2QTYxWXpLV3EwbHowbE9JYVl0MTRzd3F6aFRVZw?oc=5) |
| Quartz | Oracle is bringing Cerebras AI chips to its cloud starting in 2027 | [Source Link](https://news.google.com/rss/articles/CBMiaEFVX3lxTE1ZVGNPT0dhUG5pRUNxYnJPeTgtWVBtWXFlMXRGTzg4T0JrdF9qdUNlVTlxVTctMFhSTURFWk5WUlBGZm5oeDdPdzZ1am9QUGVCelZrTzlCZXdPbm40VWVnMkxWNFdLc2dC?oc=5) |
| Oracle | Oracle Brings Google TPUs to Oracle Cloud Infrastructure | [Source Link](https://news.google.com/rss/articles/CBMiugFBVV95cUxPTUJCeWVqaDBuU1VuT1NrY0RvOXJrYmN0X0lwWjVET01sZGFDSEsybXRxSk8wX2FZdjZQMXdLNkxPckdpaDFMbmI0MVVPQ1AtbU1velltN0FKNGlxS0JUUk9sZnFnUEliOXp0b2dQZEE0ckdxaC1iNGlrZXQ1MjZuanE2TDFFdjFRTkN0Y3ZFdS1WSVFuSklZZGxiV0loZi1GU3BoNENRazRhSFVZNDNQNnhyWjByOTMtNkE?oc=5) |
| Seeking Alpha | Oracle perks up on wave of new chip partnerships ahead of Investor Day | [Source Link](https://news.google.com/rss/articles/CBMirAFBVV95cUxPZkRfZ2UxUGREbnQ4cGZpa3BnS3JXUzBuRDBGdjd6elhpMjBpRlJLU0IwbVJZdXJHMDVkUDQtaWdSdTNnQVZsSWVvWmxUWGh0bFR0MGJzNVp3NDFGMEJySDctaDRPTF9TSDloY29DNXl3OVF3Wkp6a0tiVW0xMThZTDB6NlJqOXFHeU05Nk55MkxpdFVTYmNFN29VWTFnNUp2SE9lVkltdG5wUHFp?oc=5) |
| Reuters | Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings | [Source Link](https://news.google.com/rss/articles/CBMiuwFBVV95cUxOWDJXeTV2b1RmZFlma2hTZktBN0RYbFJKNXhFU1pkN0ZzYjYxYVUtcTgyNFpqcGdQTGxWWFFxTFpHMUtGb0tBOURUcm0ya0RiSXFXMHRmTWZCYnBMeVZTUlRRR3VDZVpuWndJeDhjdTZoSjVOdWtHQjBqLThJUG9aT0l0MkNUWFBRZnhnNG9vampRVXFSTHBvZkpzSVdDZ2JDZm9xdlFvNUp6Rm0xQnBvQUZRcGVPVl9QWHU0?oc=5) |
| Yahoo Finance | Oracle Rises 5% as Google TPUs Come to Oracle Cloud and NVIDIA Deal Expands; Amazon Nudges Higher, Microsoft Treads Water | [Source Link](https://news.google.com/rss/articles/CBMilgFBVV95cUxQZ18ta2JlV0d3WXJldFU3TDk0dDAySldkbnNydEJDWGVSOS1UdFZLVnpSZUFyc1piUkFDbWtJN0VjMTBzdlVwY0dicUR4YTZEWDV3a1ZVN3hOdW4wbncxMWp4bWZ1Q1pMaFRLbHpzMElpSlktLWl0eFBFUlJ5XzFyMTF3Z0hUZElvZVd3c0lWMmUwdk16b3c?oc=5) |
| Bloomberg.com | Oracle to Offer Cerebras Computers in AI Cloud Service | [Source Link](https://news.google.com/rss/articles/CBMiswFBVV95cUxORUR1NDVQclBsT2Z5bG9oLTV3VVZ3MDBmLVVVUmFfWWE5VHA2Ul8yLXVKSDFBVEdKQmlNVDNlbFlzYmV2bjBqTlpxRFlHLVRRZVdGWmk0amV0Uk56bFJpTDJERmoydnU2QVhzalZGZ1RhU1VJWVctY3RxY21IOGZjb0dqc1VJMUo2SzRLaWQ3MWN3clNGWkNSOXMxYkRFN2J6WHlfNE5CbHJFcnRyRnNVd1NEOA?oc=5) |
| Yahoo Finance | Oracle, in effort to reduce reliance on Nvidia, adds AI chips from Google, Cerebras, and SambaNova | [Source Link](https://news.google.com/rss/articles/CBMi6gFBVV95cUxOMGFVTVNjTklMQTVqWjhmaVNOSzM5dC1BbWFnRTRPTG51b2xOSFhmamF0RkN2RWJjcVdhbGFQaEZPaUdkMnRjcW5aWFROYVhZblFFUkVaVVBtOV9HRHpoeUdmZTJNYnh0UWxKWFZtSVJRMkZ5NjBDSDR0eXRLN1hLM21PWDg2V1dSckZ0Q1hTN3hheUlPdzhHNml1QnBPT2FBdGlITDZWV3d0V1pZTjRsNlRZNkhnTTJmUXM2Vnptc3o4V0t6dmU4bzRUc2hybnc0c3kxMDZPTFhROUZmZEdjbmpSZXNEdHhCU3c?oc=5) |

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*Canonical Source: https://pulse.byoviral.com/trend/2026-10-27/oracle-in-effort-to-reduce-reliance-on-nvidia-adds-ai-chips-from-google*