Oracle will deploy Cerebras Systems' artificial intelligence processors across its cloud data centres beginning in 2027, the two companies announced this week. The partnership represents a significant customer acquisition for Cerebras, which went public in May and already counts OpenAI and Amazon Web Services among its clients.
Cerebras distinguishes itself by manufacturing processors from complete silicon wafers rather than cutting them into smaller chips as conventional practice dictates. According to the company, this approach enables its systems to process AI inference requests substantially faster than competing solutions.
Oracle Cloud Infrastructure intends to launch the service in 2027, though the companies have not disclosed the volume of Cerebras hardware Oracle plans to purchase. "AI inference demands choice," stated Mahesh Thiagarajan, president of Oracle Cloud Infrastructure.
Analysts project Cerebras will nearly triple its annual revenue to approximately $3 billion next year, up from under $1 billion in the current year. Nevertheless, market observers remain cautious about the company's competitive positioning in a sector where Nvidia generates close to $100 billion in quarterly revenue.
Cerebras' stock climbed roughly 9.5 percent on Tuesday following the announcement. Oracle revealed the partnership at its annual AI World conference, where it also announced arrangements with Nvidia and Intel. The technology company plans to allocate $70 billion toward capital expenditures in the fiscal year ending May 2027, compared with $55.7 billion in the previous year.
Source: The Next Web
