After OpenAI, AMD signs chip deal with Oracle: What this may mean for its biggest rival Nvidia

Oracle Cloud Infrastructure will deploy 50,000 AMD Instinct MI450 GPUs starting in late 2026, signaling a growing adoption of AMD chips as an alternative to Nvidia for AI workloads. This significant move, coupled with OpenAI’s substantial chip purchase and potential equity stake, highlights AMD’s ambition to capture a larger share of the AI compute market.