Oracle is diversifying its AI cloud infrastructure by bringing chips from Google, Cerebras and SambaNova onto its networks, aiming to reduce reliance on Nvidia's processors. It marks the first time Google is selling its Tensor Processing Units (TPUs) for use in a third-party data center rather than only renting capacity. Cerebras' chips will provide AI inference and agent processing, while SambaNova's SN50 processor will handle agentic inference. Companies are cutting dependence on Nvidia to avoid single-supplier lock-in and contain costs, though Oracle is also adding Nvidia's Vera Rubin NVL72 superclusters and Vera CPUs, and is partnering with OpenAI on Oracle AI Workspace and Oracle AI Security Mesh.
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OracleNVDAGOOGLsemiconductorscloud computing
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/26/2026 | 316.89 |
| Change that session | -1.04% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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