Oracle will offer cloud services running on Cerebras Systems' AI computers in its data centers beginning in 2027, the two companies said Tuesday. The arrangement gives Cerebras, a young challenger to Nvidia, another large customer and a bigger stage to make its case.
Oracle Cloud Infrastructure plans to roll out the service in 2027. Oracle did not say how much Cerebras hardware it will use, leaving the scale of the deal unclear.
“AI inference demands choice,” said Mahesh Thiagarajan, president of Oracle Cloud Infrastructure, in announcing the partnership.
Cerebras already counts OpenAI and Amazon Web Services among its customers. The company, which listed on the stock market in May, is expected to triple its revenue next year to almost $3 billion, up from less than $1 billion this year, according to Bloomberg, which first reported the Oracle deal.
The company's approach sets it apart from most rivals. Cerebras builds each chip from an entire silicon wafer, the thin disk that is normally cut into many smaller processors. Cerebras says that design lets its systems answer AI requests much faster than competing products.
Still, investors have questions. Cerebras is competing for a share of a market where Nvidia's products bring in close to $100 billion in sales each quarter. Some investors worry the company is chasing a small niche within that market rather than a broad base of demand.
Those concerns did not weigh heavily on Tuesday. Shares in Cerebras rose about 9.5% on the day.
Oracle made the announcement at its annual AI World conference, alongside agreements with Nvidia and Intel. The company also buys Arm's own chips. Oracle plans to spend $70 billion on capital projects in the year ending May 2027, up from $55.7 billion the year before.
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