Oracle Teams Up with AMD for a Massive AI Cluster

According to a recent TechRadar report, Oracle has signed a multi-billion dollar deal with AMD to build a powerful AI cluster featuring 30,000 of AMD’s next-gen MI355X GPUs. This is a huge win for AMD as it aims to compete with Nvidia’s industry-leading AI chips.

What Makes the AMD MI355X So Special?

These GPUs are expected to hit the market this summer and are built on TSMC’s advanced 3nm node, utilising AMD’s CDNA architecture. But what really sets them apart is their performance specs:

• 288GB of HBM3E memory – Ensuring ultra-fast data access.
• Up to 8TB/sec bandwidth – A game-changer for AI workloads.
• Support for FP6 and FP4 low-precision computing – Making them a strong competitor to Nvidia’s upcoming Blackwell B100 and B200 chips.

With these features, the MI355X accelerators are positioned to challenge Nvidia’s grip on the AI hardware market.

Larry Ellison Confirms Oracle’s Big AI Plans

Oracle’s CTO and chairman, Larry Ellison, revealed this major AMD deal during the company’s latest earnings call. But that wasn’t the only big AI announcement.

Ellison also talked about Project Stargate, a $500 billion AI infrastructure project revealed at the White House earlier this year. The initiative—backed by President Trump, OpenAI CEO Sam Altman, and SoftBank CEO Masayoshi Son—will include a massive 64,000-GPU Nvidia GB200 cluster for AI training.

This signals an even bigger shift in the AI hardware arms race, with major players investing billions in next-gen infrastructure.

What This Means for AI and the Tech Industry

Oracle’s investment in AMD’s AI chips could help diversify the AI hardware landscape, breaking Nvidia’s near-monopoly. The partnership also showcases the increasing demand for powerful AI accelerators, as companies race to develop more efficient and capable AI models.

For businesses and developers in the AI space, this means more choices and potentially more competitive pricing in the future. Whether AMD can truly challenge Nvidia’s dominance remains to be seen, but one thing is clear—the AI hardware battle is heating up!