
Oracle’s (NYSE:ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ:AMD) graphics processors starting in the second half of 2026, marking a significant shift away from the Nvidia (NASDAQ:NVDA) GPUs that dominate the market.
AMD shares climbed 1.9% in pre-market trading, while Oracle’s stock ticked slightly lower. Nvidia’s shares were down 1.5%.