Oracle and AMD expand AI partnership to keep up with demand

Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units beginning in the third quarter of 2026 with further expansion to follow.

The so-called AI "supercluster" is a massive, interconnected group of high-performance computers designed to work together as a single system.

AMD shares jumped 3% before the bell Tuesday, while Oracle's slipped 1.8%.


The companies said that next-generation AI models are poised to outgrow the limits of current AI infrastructure.

No dollar figures for what each company's investment in the expanded partnership.