Oracle Cloud Infrastructure said Tuesday it will roll out 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.

AMD shares rose about 2 per cent, while Oracle fell 4 per cent and Nvidia slipped more than 3 per cent.

The deployment underscores growing momentum among cloud providers adopting AMD chips as a rival to Nvidia’s dominant GPUs for artificial intelligence workloads.

“We feel like customers are going to take up AMD very, very well — especially in the inferencing space,” said Karan Batta, senior vice president of Oracle Cloud Infrastructure.

Oracle will use AMD’s Instinct MI450 chips, unveiled earlier this year.

The MI450 is AMD’s first AI processor designed to scale into rack-sized systems, allowing up to 72 chips to function as a single unit, a configuration essential for developing and running advanced AI models.

Earlier this month, OpenAI signed a multiyear agreement with AMD to supply processors requiring 6 gigawatts of power, with an initial 1-gigawatt deployment set for 2026.

If the rollout proves successful, OpenAI could acquire up to 160 million AMD shares , roughly 10 per cent of the company.

In September, OpenAI also struck a five-year cloud partnership with Oracle valued at up to $300 billion.