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Oracle announces the introduction of Cerebras AI chips in its cloud services

Oracle announced that it will introduce Cerebras Systems' AI chips into its cloud infrastructure, giving customers more computing power options beyond Nvidia GPUs. According to Data Center Knowledge, Oracle also plans to deploy Google TPUs and inference chips from OpenAI, Cerebras, SambaNova and Positron AI on OCI, with the TPU and Cerebras wafer-scale engine scheduled to come online in 2027, and Positron Atlas already available. CNBC Technology reported the same day that Alphabet announced Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. No further developments have been disclosed at this time.

View story:Oracle announces the introduction of Cerebras AI chips into its cloud services

Malaysian customs seize about $12.11 million in AI chip servers

On October 15, Malaysian customs seized 30 servers equipped with high-performance AI chips at the free trade zone of Kuala Lumpur International Airport, with a cargo value of about $12.11 million; the goods had been declared as ordinary electronic components. The authorities believe the shipment originated from one Asian country and was intended for re-export to another Asian country, and suspect that an organized smuggling network is behind it, using Malaysia as a transit point to circumvent export restrictions. No arrests have been made so far, and the companies involved have been summoned to assist in the investigation. This is the fifth case the authorities have identified as linked to the network; in June, 72 AI servers were seized in the same free trade zone, and according to The Information, the total value of the related seizures is about $24 million. In 2025, Malaysia adopted the Strategic Trade Controller directive, imposing additional controls on the export, transit and transshipment of high-performance AI chips, computer systems and electronic components.

Malaysian customs seize about $12.11 million in AI chips

On October 15, Malaysian customs seized 30 servers equipped with high-performance AI chips at the free trade zone of Kuala Lumpur International Airport, with a cargo value of about $12.11 million; the goods had been declared as ordinary electronic components. The authorities believe the shipment originated from one Asian country and was intended for re-export to another Asian country, and suspect that an organized smuggling network is behind it, using Malaysia as a transit point to circumvent export restrictions. No arrests have been made so far, and the companies involved have been summoned to assist in the investigation. This is the fifth case the authorities have identified as linked to the network; in June, 72 AI servers were seized in the same free trade zone, and according to The Information, the total value of the related seizures is about $24 million. In 2025, Malaysia adopted the Strategic Trade Controller directive, imposing additional controls on the export, transit and transshipment of high-performance AI chips, computer systems and electronic components.

View story:Malaysian customs seize about $12.11 million in AI chip servers

Ares CEO says avoided AI chip financing due to business complexity

Ares Management CEO Michael Arougheti said the company is avoiding financing the high-performance processors that run high-end AI models, and is instead investing in the data centers that house those chips. He said due diligence on data center projects is simpler, the relative returns are attractive, and it is impossible to conduct due diligence to assess the value decay and depreciation curves of GPU technology. The company estimates AI capital expenditure demand at about $5 trillion, of which about $2 trillion is for physical AI computer rooms and supporting infrastructure, and $3 trillion is for purchasing GPU chips.

Ares CEO says it avoids AI chip financing due to business complexity

Ares Management CEO Michael Arougheti said the company is avoiding financing the high-performance processors that run high-end AI models, and is instead investing in the data centers that house those chips. He said due diligence on data center projects is simpler, the relative returns are attractive, and it is impossible to conduct due diligence to assess the value decay and depreciation curves of GPU technology. The company estimates AI capital expenditure demand at about $5 trillion, of which about $2 trillion is for physical AI computer rooms and supporting infrastructure, and $3 trillion is for purchasing GPU chips.

View story:Ares CEO says avoided AI chip financing due to business complexity

Oracle announces the introduction of Cerebras AI chips into its cloud services

Oracle announced that it will introduce Cerebras Systems' AI chips into its cloud infrastructure, giving customers more computing power options beyond Nvidia GPUs. According to Data Center Knowledge, Oracle also plans to deploy Google TPUs and inference chips from OpenAI, Cerebras, SambaNova and Positron AI on OCI, with the TPU and Cerebras wafer-scale engine scheduled to come online in 2027, and Positron Atlas already available. CNBC Technology reported the same day that Alphabet announced Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. No further developments have been disclosed at this time.

English translation is being prepared.

English translation is being prepared.

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English translation is being prepared.