Oracle and Advanced Micro Devices (AMD) are expanding their partnership focusing on artificial intelligence (AI) with plans to deploy 50,000 AMD graphics processing units (GPUs) starting in the third quarter of 2026, with additional expansions to follow.

The initiative centers around building an AI “supercluster,” a massive network of high-performance computers interconnected to operate as a single, powerful system designed for next-generation AI models.

State of play: Both companies recognize that emerging AI applications are rapidly outgrowing current infrastructure capabilities, necessitating large-scale, cutting-edge hardware investments. • Following the announcement, AMD’s shares rose by 1.4% while Oracle’s shares saw a decline of 2.9% in early Tuesday trading.

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