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Technology Stocks : ASML Holding NV
ASML 1,059-1.5%3:59 PM EDT

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From: BeenRetired10/21/2025 4:34:03 PM
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Tobias Ekman

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AMD, Oracle Expand Partnership to Deploy Next-Gen AI Supercluster with MI450 GPUs


Insider Monkey

12.1K Followers

Story by Maham Fatima10h

Advanced Micro Devices Inc. (NASDAQ: AMD) is one of the best big tech stocks to invest in now. On October 14, Advanced Micro Devices, or simply, AMD, and Oracle Corporation (NYSE: ORCL) announced a significant expansion of their multi-generation partnership to help customers achieve next-generation AI scale. This builds on years of co-innovation, which included the launch of AMD Instinct MI300X powered shapes on Oracle Cloud Infrastructure/OCI in 2024.

The key announcement is that Oracle will be the first hyperscaler to offer a publicly available AI supercluster powered by the next-generation AMD Instinct MI450 Series GPUs. The deployment of this AI supercluster will begin in calendar Q3 2026 with an initial installment of 50,000 AMD Instinct MI450 Series GPUs, with plans for further expansion in 2027 and beyond.

The new OCI AI superclusters will be powered by the AMD “Helios” rack design, which includes the 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 for maximum performance, scalability, and energy efficiency for large-scale AI training and inference.

PS
Shrink n Stack race JUST started.
Very, very crowded.
:-)

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