Oracle to add Cerebras AI computers to its cloud in 2027
The agreement adds Oracle to a Cerebras customer roster that includes OpenAI and Amazon Web Services. Hardware volumes were not disclosed.
Oracle Cloud Infrastructure plans to introduce services powered by Cerebras Systems’ AI computers in 2027, the companies said. The computers will operate in Oracle’s data centers, but Oracle did not disclose how much hardware it would deploy.
Cerebras makes processors using an entire silicon wafer rather than dividing the wafer into smaller chips. The company says that design enables its systems to respond to AI requests much faster than competing products.
The agreement brings another major customer to Cerebras, which already supplies OpenAI and Amazon Web Services. Cerebras went public in May, and its shares gained about 9.5% on the day of the announcement.
Investors remain concerned about how much of the market Cerebras can capture against Nvidia, whose products generate nearly US$100 billion in quarterly sales, according to Bloomberg.
Oracle announced the arrangement during its annual AI World conference, where it also unveiled agreements with Nvidia and Intel. Oracle also purchases chips made by Arm. Its planned capital spending for the year ending May 2027 is US$70 billion, following US$55.7 billion the previous year.
