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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.
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Edge AI Daily Morning Brief: Google Releases Gemini 4 Carbon, Anthropic Files for $2 Trillion...Developments
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Oracle announces the introduction of Cerebras AI chips in its cloud services
Source:CNBC Technology
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Oct 30
TMTPost · AGI
Edge AI Daily Morning Brief: Google Releases Gemini 4 Carbon, Anthropic Files for $2 Trillion...
Google DeepMind released the cybersecurity frontier model Gemini 4 Carbon on October 28, topping the Artificial Analysis Intelligence Index v5.0 with a composite score of 59, priced at $2 per million input tokens and $10 per million output tokens. Anthropic filed its S-1 prospectus with the SEC on October 26, planning to list on Nasdaq under the ticker ANT, with a target valuation of $1.5 trillion to $2 trillion and fundraising of up to $100 billion. In the same period, Microsoft disclosed for the first time that Azure quarterly revenue reached $33.2 billion, up 48% year-over-year.
Oct 28
Data Center Knowledge
Oracle Cloud to Offer Google TPU and Inference Chips from OpenAI, Cerebras, and Others
Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72 system and Vera CPU now generally available on OCI.
CNBC TechnologySelected
Google adjusts its cloud business strategy, selling TPUs externally through partners such as Oracle
Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.
East Money
Oracle Ramps Up NVIDIA Compute and Adds Google TPU, Liquid-Cooled Server Demand Heats Up
Oracle is expanding its cloud AI chip partnership with NVIDIA, using Vera Rubin AI servers to scale cloud deployments to the "multi-gigawatt level," and for the first time offering Google TPU compute on its cloud platform. China's first national standard for data center liquid cooling, GB/T 48023-2026, has been approved and released, and will take effect on February 1, 2027. Institutions estimate that the global data center liquid cooling market is expected to reach $16.5 billion in 2026, up 59% year over year.
Electronic Technology Application
Oracle Expands NVIDIA Partnership and Adds Google TPU and Cerebras Chips
Oracle announced that it will deploy NVIDIA's latest-generation Vera Rubin AI servers at scale, reaching several gigawatts, while also bringing in Google TPU and Cerebras chips to advance supply diversification. Oracle will become the first hyperscale cloud provider other than Google to offer Google TPU; the service is expected to launch in 2027 and support large-model training, inference, and agent applications. Oracle also plans to offer SambaNova chips and to switch to its in-house Acceleron networking chips in systems based on NVIDIA chips.
Rohan Paul
Google TPUs will run on a hyperscale cloud outside Google for the first time, with Oracle deploying starting in 2027
Google's TPUs will run on a hyperscale cloud outside Google for the first time, with Oracle deploying capacity starting in calendar year 2027 and gradually expanding over several years. Oracle provides power, cooling, and data center networking; its Acceleron network connects TPU clusters to Oracle's databases and storage, letting enterprises fine-tune and deploy models next to their data without cross-cloud transfers. Google says the eighth-generation TPU delivers up to 12.6 PFLOPS of FP4 compute per chip, achieves over 97% effective cluster uptime during large-scale training, and improves performance per dollar by up to 80% for low-latency serving; its open-source TorchTPU stack lets existing PyTorch code and tools such as vLLM and SGLang run on TPUs without rewriting models.
SiliconANGLE
Oracle Cloud to deploy Google TPUs and integrate ChatGPT and OpenAI models
Oracle announced plans to offer Google TPU accelerators in its own public cloud; this is the first time Google has supplied chips to another hyperscale cloud provider, with deployment set to begin next year and gradually scale up. Oracle will also deploy Cerebras' wafer-scale accelerators and OpenAI's Jalapeño inference chips, and use OpenAI models to power new cloud services. The two sides are also launching AI Workspace, which lets ChatGPT perform tasks on users' behalf within Oracle applications, along with App Composer, AI Security Mesh, and the Oracle AI SMB Bundle for small businesses.
Wallstreetcn
Oracle Cloud adds Cerebras and Google TPU, expands NVIDIA partnership to multi-gigawatt scale
At its annual customer conference, Oracle announced that it will bring Cerebras's AI chips into Oracle Cloud Infrastructure, with formal deployment expected in the first half of 2027; it will also introduce Google TPU for the first time and expand its partnership with NVIDIA to multi-gigawatt scale, adopting Vera Rubin servers. After the announcement, Cerebras shares rose more than 10% at one point intraday, but are still down 41% cumulatively since listing in May this year. Oracle has not disclosed the scale of its purchases of Cerebras products or the financing method for chip procurement, and it maintained its capital expenditure target of approximately $90 billion to $95 billion for fiscal 2027.
Unite.AI
Oracle Cloud Infrastructure to Offer Google TPU, Planned for Launch in 2027
Oracle and Google announced at Oracle AI World that Google TPU will be offered through Oracle Cloud Infrastructure (OCI). Oracle says OCI is the first hyperscale cloud platform outside Google to offer Google TPU, with availability planned within the 2027 calendar year. OCI will handle power, cooling, and data center networking, supporting large model training, post-training (including dense and MoE models), as well as production inference for inference, agent, and long-context scenarios. The two sides also introduced the eighth-generation TPU, with the TPU 8t training version and TPU 8i inference version, among which the TPU 8t delivers nearly 3 times the compute of a single pod compared with the previous generation.
Publickey
Oracle Cloud announces the introduction of Google TPU, with services to begin in 2027
At the Oracle AI World 2026 keynote, Oracle announced that it will bring Google's self-developed AI chip, Google TPU, into Oracle Cloud Infrastructure, and plans to begin offering Google TPU services in 2027. Oracle said it will provide supporting infrastructure such as power, cooling, and intra-data-center networking for large-scale deployments. The article also mentioned that Google Cloud last week open-sourced TorchTPU, which enables native PyTorch support for TPU.
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