$Alphabet(GOOGL.US)'s TPU chips are about to run on another hyperscaler's cloud for the first time ever$Oracle(ORCL.US) …

$Alphabet(GOOGL.US)'s TPU chips are about to run on another hyperscaler's cloud for the first time ever

$Oracle(ORCL.US) just announced Google's 8th gen TPUs are coming to Oracle Cloud in 2027, making it the first hyperscale cloud outside Google to offer them

Oracle also added $Cerebras(CBRS.US) Cerebras inference chips, SambaNova chips, OpenAI's Jalapeño chip, and a "multi-gigawatt" expansion of $NVIDIA(NVDA.US) Vera Rubin servers

Cerebras says the deal is material but won't disclose the size because it's in a quiet period

$Cerebras(CBRS.US) is up 8.6% and $Oracle(ORCL.US) is up 4% so far today, with neoclouds $Nebius(NBIS.US) +10.6% and $Coreweave(CRWV.US) +6.8% riding along

Oracle still says $NVIDIA(NVDA.US) chips are "the best, most fungible" and this isn't a pivot away from them

But the biggest AI buyers clearly want more than one chip supplier now, and Google renting out its crown jewel silicon to a rival cloud tells you how hard everyone is scrambling for compute

Source: StockMarket.News