From 24/7 Wall St. · David Moadel · · 1m 10s
Oracle Stock Rises 5% with Google TPUs and NVIDIA Deal
Oracle stock jumps 5% as Google TPUs join Oracle Cloud and NVIDIA expands superclusters.
In brief
Oracle stock jumps 5% as Google TPUs join Oracle Cloud and NVIDIA expands superclusters. Oracle stock rose 5% after Google made Tensor Processing Units available through Oracle Cloud and NVIDIA expanded its Vera Rubin superclusters on Oracle's platform. Originally reported by 24/7 Wall St..
Oracle Stock Surges
Oracle stock rose 5% in afternoon trading to $132.28 after Google made Tensor Processing Units available through Oracle Cloud.
“Bringing Google TPUs to OCI gives customers access to multiple leading AI compute architectures in one cloud.”
NVIDIA Deal Expands
Oracle and NVIDIA expanded OCI’s Vera Rubin superclusters to multi-gigawatt scale, making NVIDIA hardware available on Oracle’s cloud.
Amazon and Microsoft Performance
Amazon stock rose 2% to $253.71 while Microsoft stock remained flat at $532.76, lagging both rivals.
Oracle’s Multi-Chip Strategy
Oracle offers Google TPUs and NVIDIA hardware, giving customers multiple AI chip choices without switching providers.
Q1 FY2027 Results
Oracle’s cloud infrastructure revenue soared 121% with $664 billion in remaining performance obligations despite negative free cash flow.
Skeptics on Timing
Skeptics note Google’s TPU rollout starts next year with slow ramp-up and heavy Oracle capital spending.
What’s Next for Oracle
Oracle must show early customer commitments for Google TPUs before they go live to prove its multi-chip cloud strategy.
What matters most
Oracle stock rose 5% after Google made Tensor Processing Units available through Oracle Cloud and NVIDIA expanded its Vera Rubin superclusters on Oracle's platform.
