UK — The Register

Big Red gets cozy with Google to offer TPUs to AI customers

ChipsOctober 28, 20261 min read

Oracle, the cloud company, plans to offer Google's TPU chips to its cloud customers. It also announced new AI tools that use OpenAI models.

Oracle adds Google chips and new AI tools

Oracle is holding an event in Las Vegas to show off its latest AI plans. The biggest news is that Oracle Cloud Infrastructure (OCI) will offer Google's Tensor Processing Units (TPUs). These are special chips made for AI work. Oracle also expanded its work with OpenAI and launched new products that use OpenAI models.

Key facts

Google TPUs will be available on OCI starting in 2027.
Capacity will grow over several years.
Oracle says it will be the first major cloud outside Google's own cloud to offer these chips.
Oracle has made deals with Nvidia worth tens of billions of dollars.

Why Oracle wants more chip choices

AI work needs huge amounts of computer chips. Oracle has relied heavily on Nvidia, the leading maker of AI chips. By adding Google's chips, Oracle hopes to depend less on one supplier. Oracle says different AI jobs need different kinds of chips.

Why it matters

This shows that big cloud companies are racing to offer more AI options. Customers may get more choices on price and performance. It also shows that Oracle is still close to OpenAI, even as it works with Google.

What to watch

How many Google TPUs Oracle will actually offer in 2027 and later.
How customers use the new Oracle AI Workspace and AI Security Mesh tools.
Whether the Oracle and Snowflake partnership gets popular.
How the Nvidia and OpenAI Texas datacenter project moves forward.

Glossary

TPU: Tensor Processing Unit, a special computer chip from Google made to run AI work.
OCI: Oracle Cloud Infrastructure, Oracle's cloud service where businesses rent computing power.
Nvidia: A company that makes powerful chips used for AI and graphics.
OpenAI: An AI company that makes ChatGPT and other AI models.
Snowflake: A company that stores and analyzes large amounts of data in the cloud.

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