Oracle has adopted AMD’s latest AI GPU “MI450” on a large scale and has taken steps to diversify its AI infrastructure. This is a move to challenge NVIDIA’s strong system in both cloud and AI development.
🟧 Oracle to Adopt 50,000 MI450 AMD’s Next-Generation AI Semiconductors
Oracle announced that it will introduce AMD (Advanced Micro Devices) next-generation AI semiconductor “MI450” in data centers on a scale of 50,000 units from the second half of 2026. The announcement was made at Oracle CloudWorld, a technology event held in Las Vegas, and was a symbolic move for cloud strategy in the AI era.
- Oracle will adopt AMD’s MI450 GPU in its cloud (OCI) and make it available to customers as AI computing resources.
- The MI450 adopts AMD’s new “CDNA4” architecture, which is optimized for large-scale AI models with high bandwidth with HBM3E memory and support for FP4/FP8 operations.
- The company plans to expand its introduction after 2027, aiming to streamline everything from AI training to inference on the cloud.
🟧 Strategies to challenge NVIDIA’s dominant market — Diversification of AI semiconductors accelerates
In the AI semiconductor market, NVIDIA still has an overwhelming market share. GPUs such as the H100 and B200, which support generative AI and large language models (LLMs), are always in short supply, and cloud providers and AI development companies are struggling to procure them. The oracle’s movement is the first step in changing this structure.
AMD’s MI450 is said to be competitive in both computing efficiency and cost performance, and is attracting attention as an “alternative to NVIDIA”. In addition, AMD uses a rack-scale integrated design called “Helios” to provide optimized data center configurations in combination with EPYC CPUs and Pensando DPUs. Incorporating this design into Oracle’s cloud infrastructure simultaneously improves AI compute performance and reduces operational costs.
On the other hand, OpenAI, which provides AI platforms, has also revealed plans to procure additional AMD GPUs, and the relationship between the two companies is deepening through a large contract with Oracle (5 years and $300 billion in cloud use).
🟧Summary
Oracle’s decision to adopt AMD’s MI450 marks a turning point in its AI cloud strategy. For AMD, it was also a major achievement for the first time that a major cloud operator adopted next-generation GPUs.
💬 Intel and Originally, it would have been a competitor to AMD and NVIDIA with “Falcon Shores” and “Gaudi 3”, but the delay in development schedule and the lack of maturity of the software infrastructure are resonating.
