Oracle is looking beyond Nvidia for the chips it needs to power its AI datacenters. In what could be described as a warning shot to Jensen Huang's business, Oracle co-founder Larry Ellison said: "We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers."
In Oracle's latest financials, Ellison said: "Of course, we will continue to buy the latest GPUs from Nvidia, but we need to be prepared and able to deploy whatever chips our customers want to buy. There are going to be a lot of changes in AI technology over the next few years and we must remain agile in response to those changes."
