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Oracle and AMD Expand Partnership to Help Customers Achieve Next-Generation AI Scale

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Oracle (NYSE:ORCL) and AMD announced an expanded collaboration to deliver publicly available AI superclusters on Oracle Cloud Infrastructure starting in calendar Q3 2026.

The initial deployment will use an AMD "Helios" rack design with an initial 50,000 AMD Instinct MI450 Series GPUs, Helios 72-GPU liquid-cooled racks, next-gen EPYC "Venice" CPUs, and AMD Pensando "Vulcano" DPUs. Each MI450 GPU offers up to 432 GB HBM4 and 20 TB/s memory bandwidth. The zettascale OCI Supercluster can scale to 131,072 GPUs. Features include UALink/UALoE fabric, ROCm software stack, fine-grained partitioning, and up to three 800 Gbps AI-NICs per GPU.

Oracle (NYSE:ORCL) e AMD hanno annunciato una collaborazione ampliata per fornire supercluster IA pubblicamente disponibili su Oracle Cloud Infrastructure a partire dal terzo trimestre solare 2026.

La distribuzione iniziale utilizzerà un design rack AMD "Helios" con iniziale 50.000 GPU AMD Instinct MI450 Series, rack liquidi Helios da 72 GPU, CPU EPYC di prossima generazione "Venice" e DPU AMD Pensando "Vulcano". Ogni GPU MI450 offre fino a 432 GB HBM4 e 20 TB/s di larghezza di banda della memoria. Il zettascale OCI Supercluster può scalare fino a 131.072 GPU. Le caratteristiche includono tessuto UALink/UALoE, stack software ROCm, partizionamento a granularità fine e fino a tre 800 Gbps AI-NIC per GPU.

Oracle (NYSE:ORCL) y AMD anunciaron una colaboración ampliada para entregar superclusters de IA disponibles públicamente en Oracle Cloud Infrastructure a partir de el tercer trimestre fiscal de 2026.

El despliegue inicial utilizará un diseño de rack "Helios" de AMD con un inicial 50,000 GPUs de la serie MI450 de AMD Instinct, racks líquidos Helios de 72 GPUs, CPUs EPYC de próxima generación "Venice" y DPU AMD Pensando "Vulcano". Cada GPU MI450 ofrece hasta 432 GB HBM4 y 20 TB/s de ancho de banda de memoria. El zettascale OCI Supercluster puede escalar a 131,072 GPUs. Las características incluyen UALink/UALoE, pila de software ROCm, particionamiento fino y hasta tres 800 Gbps de AI-NIC por GPU.

Oracle (NYSE:ORCL)와 AMD는 Oracle Cloud Infrastructure에서 공개적으로 이용 가능한 AI 슈퍼클러스터를 제공하기 위한 확대된 협력을 발표했습니다. 2026년 3분기부터 시작합니다.

초기 배포는 50,000개 AMD Instinct MI450 시리즈 GPU와 AMD의 Helios 72-GPU 액체 냉각 랙, 차세대 EPYC "Venice" CPU 및 AMD Pensando "Vulcano" DPU를 사용할 예정입니다. 각 MI450 GPU는 최대 432 GB HBM420 TB/s 메모리 대역폭을 제공합니다. zettascale OCI Supercluster는 131,072 GPUs로 확장할 수 있습니다. 특징으로는 UALink/UALoE 패브릭, ROCm 소프트웨어 스택, 세밀한 파티셔닝 및 GPU당 최대 800 Gbps의 AI-NIC가 포함됩니다.

Oracle (NYSE:ORCL) et AMD ont annoncé une collaboration élargie pour délivrer des superclusters IA disponibles publiquement sur Oracle Cloud Infrastructure à partir du troisième trimestre calendaire 2026.

Le déploiement initial utilisera une architecture de rack AMD "Helios" avec un initial de 50 000 GPU de la série MI450 d'AMD Instinct, racks liquides Helios de 72 GPU, CPU EPYC de prochaine génération "Venice" et DPU AMD Pensando "Vulcano". Chaque GPU MI450 offre jusqu'à 432 Go HBM4 et 20 To/s de bande passante mémoire. Le zettascale OCI Supercluster peut monter jusqu'à 131 072 GPUs. Les caractéristiques incluent le tissu UALink/UALoE, la pile logicielle ROCm, le partitionnement fin et jusqu'à trois 800 Gbps de AI-NIC par GPU.

Oracle (NYSE:ORCL) und AMD kündigten eine erweiterte Zusammenarbeit an, um öffentlich verfügbare KI-Superclusters auf der Oracle Cloud Infrastructure ab dem Kalenderquartal 2026 bereitzustellen.

Die anfängliche Bereitstellung verwendet ein AMD "Helios"-Rack-Design mit zunächst 50.000 AMD Instinct MI450 Series GPUs, Helios 72-GPU-Flüssigkeitskühl-Racks, nächste Generation EPYC "Venice"-CPUs und AMD Pensando "Vulcano" DPUs. Jede MI450-GPU bietet bis zu 432 GB HBM4 und 20 TB/s Speicherbandbreite. Der zettascale OCI Supercluster kann auf 131.072 GPUs skalieren. Zu den Merkmalen gehören UALink/UALoE-Fabric, ROCm-Software-Stack, fein granular Partitionierung und bis zu drei 800 Gbps AI-NICs pro GPU.

أوراكل (NYSE:ORCL) وAMD أعلنوا عن توسيع التعاون لتقديم عناقيد ذكاء اصطناعي عامة على Oracle Cloud Infrastructure ابتداءً من الربع الثالث من تقويم 2026.

سيستخدم النشر الأول تصميم رف "هيليوس" من AMD مع 50,000 وحدة GPU من فئة MI450 من AMD Instinct في البداية، وأرفف Helios المبرّدة بالسائل لـ72 GPU، ومعالجات EPYC من الجيل القادم "Venice" وDPU من AMD Pensando "Vulcano". كل GPU MI450 تقدم حتى 432 جيجابايت HB M4 و 20 تيرابايت/ثانية من عرض النطاق للذاكرة. يمكن لـ OCI Supercluster زِيَتَسْتَكَب إلى 131,072 وحدة GPU. الميزات تشمل نسيج UALink/UALoE، تكديس ROCm، تقسيم دقيق للغاية، وحتى ثلاث 800 جيجابت/ث ثانية من AI-NICs لكل GPU.

甲骨文(NYSE:ORCL)与 AMD宣布扩大合作,将在 Oracle Cloud Infrastructure 上提供公开可用的 AI 超级集群,计划于 2026 年日历季度 3开始。

初始部署将使用 AMD 的 "Helios" 机架设计,初始配备 50,000 颗 AMD Instinct MI450 系列 GPU,Helios 72-GPU 液冷机架、下一代 EPYC "Venice" CPU,以及 AMD Pensando "Vulcano" DPU。每颗 MI450 GPU 提供 高达 432 GB HBM420 TB/s 内存带宽。zettascale OCI Supercluster 可扩展到 131,072 GPUs。特性包括 UALink/UALoE 片线、ROCm 软件栈、细粒度分区,以及每个 GPU 高达 800 Gbps 的 AI-NIC。

Positive
  • Initial deployment of 50,000 MI450 GPUs starting Q3 2026
  • Each GPU provides 432 GB HBM4 and 20 TB/s memory bandwidth
  • Zettascale OCI Supercluster can scale to 131,072 GPUs
  • Dense, liquid-cooled 72-GPU Helios racks for higher performance density
  • Supports up to three 800 Gbps Pensando AI-NICs per GPU
Negative
  • None.

Insights

Oracle and AMD announce OCI will host a 50,000-GPU AMD Instinct MI450 supercluster, starting Q3 2026, expanding in 2027.

Oracle scales raw AI compute by deploying an AMD "Helios" rack design with 50,000 AMD Instinct MI450 Series GPUs on OCI, combining next-gen AMD EPYC "Venice" CPUs and AMD Pensando "Vulcano" DPUs to form a vertically optimized, liquid-cooled, 72-GPU rack architecture. The design targets large-model training and inference by increasing per-GPU memory (up to 432 GB HBM4) and bandwidth (20 TB/s), and by enabling in-memory models said to be up to 50% larger without partitioning.

Execution depends on supply, integration, and customer adoption at scale; risks include deployment timing, thermal/network engineering at rack density, and multi-tenant security/partitioning effectiveness despite stated confidentiality features. Key operational metrics to watch are availability timelines (initial deployment Q3 2026), expansion cadence in 2027, and the announced zettascale Supercluster capacity scale to 131,072 GPUs for MI355X shapes, which will materially affect OCI's total AI capacity. These items form near- to mid-term milestones for assessing commercial impact.

Beginning in calendar Q3 2026, Oracle will be the first hyperscaler to offer a publicly available AI supercluster powered by 50,000 AMD Instinct MI450 Series GPUs

LAS VEGAS and SANTA CLARA, Calif., Oct. 14, 2025 /PRNewswire/ -- Oracle AI World -- Oracle and AMD (NASDAQ: AMD) today announced a major expansion of their long-standing, multi-generation collaboration to help customers significantly scale their AI capabilities and initiatives. Building on years of co-innovation, Oracle Cloud Infrastructure (OCI) will be a launch partner for the first publicly available AI supercluster powered by AMD Instinct™ MI450 Series GPUs—with an initial deployment of 50,000 GPUs starting in calendar Q3 2026 and expanding in 2027 and beyond.

This announcement builds upon the joint work of Oracle and AMD to deliver AMD Instinct GPU platforms on OCI to end customers, beginning with the launch of AMD Instinct MI300X powered shapes in 2024 and extending to the general availability of OCI Compute with AMD Instinct MI355X GPUs. These will be available in the zettascale OCI Supercluster.

Demand for large-scale AI capacity is accelerating as next-generation AI models outgrow the limits of current AI clusters. To train and run these workloads, customers need flexible, open compute solutions engineered for extreme scale and efficiency. OCI's planned new AI superclusters will be powered by the AMD "Helios" rack design, which includes AMD Instinct MI450 Series GPUs, next- generation AMD EPYC™ CPUs codenamed "Venice," and next-generation AMD Pensando™ advanced networking codenamed "Vulcano." This vertically-optimized, rack-scale architecture is designed to deliver maximum performance, scalability, and energy efficiency for large-scale AI training and inference.

"Our customers are building some of the world's most ambitious AI applications, and that requires robust, scalable, and high-performance infrastructure," said Mahesh Thiagarajan, executive vice president, Oracle Cloud Infrastructure. "By bringing together the latest AMD processor innovations with OCI's secure, flexible platform and advanced networking powered by Oracle Acceleron, customers can push the boundaries with confidence. Through our decade-long collaboration with AMD—from EPYC to AMD Instinct accelerators—we're continuing to deliver the best price-performance, open, secure, and scalable cloud foundation in partnership with AMD to meet customer needs for this next era of AI."

"AMD and Oracle continue to set the pace for AI innovation in the cloud," said Forrest Norrod, executive vice president and general manager, Data Center Solutions Business Group, AMD. "With our AMD Instinct GPUs, EPYC CPUs, and advanced AMD Pensando networking, Oracle customers gain powerful new capabilities for training, fine-tuning, and deploying the next generation of AI. Together, AMD and Oracle are accelerating AI with open, optimized, and secure systems built for massive AI data centers."

AMD Instinct MI450 Series GPUs Coming to OCI
AMD Instinct MI450 Series GPU-powered shapes are designed to deliver high-performance, flexible cloud deployment options and provide extensive open-source support. This provides the ideal foundation for customers running today's most advanced language models, generative AI, and high-performance computing workloads. With AMD Instinct MI450 Series GPUs on OCI, customers will be able to benefit from:

  • Breakthrough compute and memory: Helps customers achieve faster results, tackle more complex workloads, and reduce the need for model partitioning by increasing memory bandwidth for AI training models. Each AMD Instinct MI450 Series GPU will provide up to 432 GB of HBM4 and 20 TB/s of memory bandwidth, enabling customers to train and infer models that are 50 percent larger than previous generations entirely in-memory.
  • AMD optimized "Helios" rack design: Enables customers to operate at scale while optimizing performance density, cost, and energy efficiency via dense, liquid-cooled, 72-GPU racks. The AMD "Helios" rack design integrates UALoE scale-up connectivity and Ethernet-based Ultra Ethernet Consortium (UEC)-aligned scale-out networking to minimize latency and maximize throughput across pods and racks.
  • Powerful head node: Helps customers maximize cluster utilization and streamline large-scale workflows by accelerating job orchestration and data processing on an architecture consisting of next-generation AMD EPYC CPUs, code named "Venice." In addition, these EPYC CPUs will offer confidential computing capabilities and built-in security features to help safeguard sensitive AI workloads end to end.
  • DPU-accelerated converged networking: Powers line-rate data ingestion to improve performance and enhance security posture for large-scale AI and cloud infrastructure. Built on the fully programmable AMD Pensando DPU technology, the DPU-accelerated converged networking offers the security and performance required for data centers to run the next era of AI training, inferencing, and cloud workloads.
  • Scale -out networking for AI: Enables customers to leverage ultra-fast distributed training and optimized collective communication with a future-ready open networking fabric. Each GPU can be equipped with up to three 800 Gbps AMD Pensando "Vulcano" AI-NICs, providing customers with lossless, high-speed, and programmable connectivity that supports advanced RoCE and UEC standards.
  • Innovative UALink and UALoE fabric: Helps customers efficiently expand workloads, reduce memory bottlenecks, and orchestrate large multi-trillion-parameter models. The scalable architecture minimizes hops and latency without routing through CPUs and enables direct, hardware-coherent networking and memory sharing among GPUs within a rack via UALink protocol transported over a UALoE fabric. UALink is an open, high-speed interconnect standard purpose built for AI accelerators and supported by a broad industry ecosystem. As a result, customers gain the flexibility, scalability, and reliability needed to run their most demanding AI workloads on open standards-based infrastructure.
  • Open-source AMD ROCm™ software stack: Enables rapid innovation, offers freedom of vendor choice, and simplifies the migration of existing AI and HPC workloads by providing customers with an open, flexible programming environment, including popular frameworks, libraries, compilers, and runtimes.
  • Advanced partitioning and virtualization: Enables customers to safely share clusters and allocate GPUs based on workload needs by facilitating the secure and efficient use of resources via fine-grained GPU and pod partitioning, SR-IOV virtualization, and robust multi-tenancy.

To give customers that build, train, and inference AI at scale more choice, OCI also announced the general availability of OCI Compute with AMD Instinct MI355X GPUs. These will be available in the zettascale OCI Supercluster that can scale to 131,072 GPUs. AMD Instinct MI355X-powered shapes are designed with superior value, cloud flexibility, and open-source compatibility. Learn more here and here.

Additional Resources

About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at www.oracle.com.

About Oracle AI World
Oracle AI World is where customers and partners discover the latest product and technology innovations, see how AI is being applied across industries, and connect with experts and peers. Attendees will gain practical tips and insights to drive immediate impact within their organizations and explore how Oracle is helping unlock the full potential of cloud and AI. Join the event to see new capabilities in action and hear from thought leaders and industry movers. Register now at oracle.com/ai-world or follow the news and conversation at oracle.com/news and linkedin.com/company/oracle.

About AMD
For more than 55 years AMD has driven innovation in high-performance computing, graphics and visualization technologies. Billions of people, leading Fortune 500 businesses and cutting-edge scientific research institutions around the world rely on AMD technology daily to improve how they live, work and play. AMD employees are focused on building leadership high-performance and adaptive products that push the boundaries of what is possible. For more information about how AMD is enabling today and inspiring tomorrow, visit the AMD (NASDAQ: AMD) websiteblogLinkedInFacebook and X pages.

Future Product Disclaimer
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle's products may change and remains at the sole discretion of Oracle Corporation.

Forward-Looking Statements Disclaimer
Statements in this press release relating to Oracle's and AMD's future plans, expectations, beliefs, and intentions are "forward-looking statements" and are subject to material risks and uncertainties. Many factors could affect Oracle's and AMD's current expectations and actual results, and could cause actual results to differ materially. A discussion of such factors and other risks that affect Oracle's and AMD's business is contained in Oracle's and AMD's Securities and Exchange Commission (SEC) filings, including Oracle's and AMD's most recent reports on Form 10-K and Form 10-Q under the heading "Risk Factors." These filings are available on the SEC's website or on Oracle's website at http://www.oracle.com/investor and AMD's website at https://ir.amd.com. All information in this article is current as of October 14, 2025 and Oracle and AMD undertakes no duty to update any statement in light of new information or future events.

Trademarks
Oracle, Java, MySQL and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.

 

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SOURCE Oracle

FAQ

When will Oracle (ORCL) offer AMD Instinct MI450 GPU superclusters in OCI?

Oracle plans an initial publicly available deployment beginning in calendar Q3 2026.

How many AMD Instinct MI450 GPUs will Oracle (ORCL) deploy initially?

The initial deployment will include 50,000 AMD Instinct MI450 Series GPUs.

What memory and bandwidth does each AMD Instinct MI450 GPU provide on OCI?

Each MI450 GPU offers up to 432 GB HBM4 and 20 TB/s of memory bandwidth.

How large can the Oracle zettascale OCI Supercluster scale with AMD GPUs?

The zettascale OCI Supercluster described can scale to 131,072 GPUs.

What rack and networking design will power Oracle's MI450 superclusters?

Oracle will use AMD's Helios 72-GPU liquid-cooled racks with UALink/UALoE fabric and Pensando "Vulcano" DPUs.

Will OCI support open software and multi-tenancy for AMD MI450 GPUs?

Yes — OCI will offer the AMD ROCm open software stack plus advanced partitioning, SR-IOV virtualization, and multi-tenancy features.
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