In the current era of rapid development in artificial intelligence (AI) technology, the global demand for AI computing power is experiencing explosive growth. The collaboration between Oracle and AMD is undoubtedly a significant strategic move in this context.

Oracle's Cloud Infrastructure (OCI) division announced in October 2025 that it plans to deploy 50,000 of AMD's latest Instinct MI450 series AI chips in phases, starting from the third quarter of 2026. This collaboration is a deepening and expansion of the long-term partnership between Oracle and AMD. Previously, the two companies had jointly launched OCI configurations based on AMD Instinct MI300X and MI355X GPUs. The MI450 chips being deployed this time are AMD's most advanced GPUs to date, featuring a new architectural design and manufactured using TSMC's 2nm process technology. Each GPU offers up to 432GB of HBM4 memory and 20TB/s of memory bandwidth, enabling efficient training and inference of large-scale AI models in memory.

Construction and Advantages of the Supercluster

Oracle plans to use these AMD Instinct MI450 series GPUs, combined with next-generation AMD EPYC CPUs and Pensando networking technology, to build its first publicly accessible AI supercomputing cluster. The supercluster will adopt AMD's "Helios" rack design, which achieves high-density deployment through liquid cooling technology, with each rack accommodating 72 GPUs. This architecture not only optimizes performance density, cost, and energy efficiency but also achieves low-latency and high-throughput interconnects through UALoE (Unified Addressing Link over Ethernet) and UEC (Ultra Ethernet Consortium) standard networking technologies.

In addition, each GPU in the cluster can be equipped with up to three 800Gbps Pensando "Vulcano" AI-NICs, which support advanced RoCE (RDMA over Converged Ethernet) and UEC networking standards, enabling efficient distributed training. This powerful hardware configuration and network optimization enable the supercluster to support large-scale AI model training and inference workloads.

Strategic Significance and Future Outlook

In September 2025, Oracle signed a five-year cloud computing agreement with OpenAI, valued at $300 billion, and the deployment of AMD chips is a key infrastructure support for this collaboration. This large-scale strategic deployment is not only a strong endorsement of AMD's technology by Oracle but is also seen as a direct challenge to the AI chip market, which has long been dominated by Nvidia. AMD CEO Lisa Su said that the launch of the MI450 series marks AMD's ambition in the AI field. Through its collaboration with Oracle, AMD is expected to gain a larger share of the AI chip market.

The collaboration between Oracle and AMD will not only drive the development of AI technology but will also reshape the competitive landscape of global AI infrastructure. As the scale of new-generation AI models continues to exceed the capabilities of existing AI clusters, the demand for large-scale AI computing power will continue to grow. Oracle and AMD's supercluster will provide customers with powerful computing capabilities, helping them to innovate and break through in the field of AI.

This collaboration also reflects the increasing adoption of AMD products by cloud computing companies as an alternative to Nvidia. As the collaboration between Oracle and AMD continues to deepen, it is expected that more enterprises and institutions will choose this high-performance, cost-effective AI infrastructure in the future. This will not only bring more market share to AMD but will also drive the development of the entire AI industry.

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