AMD and Oracle have inked a deal for a deployment of 50,000 next-generation MI450 Instinct professional graphics cards and Zen 6 Epyc CPUs as part of an "AI supercluster" Oracle is developing for its cloud infrastructure. It's not clear if this will work in conjunction with, or as part of, the previously announced deals between OpenAI and AMD, or Oracle and OpenAI, but it's yet another example of major AI hardware and infrastructure companies announcing enormous financial investments with one another.
Nvidia has been the darling of the AI scene for the past few years, and particularly so as part of the hundreds of billions of dollars of investment announced just this year to build out new AI inferencing and training data centers around the world. But Nvidia isn't the only company with powerful AI hardware, and AMD's next-generation Instinct GPUs are, at least on paper, a fair competitor for what Nvidia has now and what it has coming next in Vera Rubin. That suggestion, partnered with an insatiable demand for AI compute power, has led to AMD making some serious deals with some very serious AI companies; That now includes Oracle.
