Oracle brings Google’s TPUs to its cloud, adds ChatGPT integrations
SiliconANGLE Maria Deutscher ● Covered by 2 sources
Oracle is putting Google TPUs in its cloud and tying ChatGPT into its apps. That’s a rare chip handoff between rivals, plus a bigger push to make AI do office work.
Based on reporting by SiliconANGLE, Maria Deutscher — read the original for the full story.
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Oracle is adding Google’s TPU accelerators to its public cloud, and that’s the headline because it’s the first time Google has supplied those chips to another hyperscaler. Oracle said the rollout will begin next year and then grow over time. CNBC also reported that Oracle plans to bring in Cerebras chips and OpenAI’s Jalapeño inference processor.
The TPU setup is not just a matter of dropping hardware into racks. Oracle said the chips in its data centers will use Google’s ICI and OCS technologies to talk to each other, while Oracle’s own Acceleron networking will connect them to the wider data center. Acceleron runs on a custom SmartNIC and, in Oracle’s words, is built around hardware-level tenant isolation, High Performance Fabric and Zero Trust Packet Routing. The goal is simple enough: move data fast, without wasting power or opening easy security holes.
Google’s optical switching setup is the interesting bit here. OCS uses tiny mirrors to steer light beams, skipping the usual conversions between light and electricity that eat power. Oracle is clearly leaning into that efficiency story as it brings more accelerator types into its cloud. And that cloud is getting more crowded, not less.
The OpenAI tie-up goes beyond chips. Oracle and OpenAI said customers will be able to access Oracle applications through ChatGPT, while Oracle will use OpenAI models to build new cloud services. One of those is AI Workspace, which will let ChatGPT act inside Oracle apps on a worker’s behalf and bring in outside apps when needed. Oracle also showed App Composer, meant to help non-technical users build software with AI assistants, scan it for vulnerabilities, and deploy it on Oracle-managed infrastructure. Alongside that comes AI Security Mesh for finding and ranking weaknesses, plus a new Oracle AI SMB Bundle with AI Workplace, App Composer, NetApp QuickStart accounting, ChatGPT Business and Codex. Oracle says the bundle includes $12,000 in annual cloud credits.
My take — AI-written commentary, not fact-checked reporting
This is the sort of deal that makes the cloud business look less like a platform war and more like a very expensive swap meet. Oracle is betting that customers care less about whose chip it is and more about whether the whole stack works without a panic attack from IT. That’s probably right, which is bad news for the people who still think “one model, one vendor” is a strategy rather than a bedtime story.
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