Open Time: October 28, 2026 01:01 KST Google and Oracle have decided to offer Google's own AI Accelerator TPU on Oracle Cloud Infrastructure as well. This will be the first time that a large cloud provider outside of Google will supply Google TPUs. The actual service is planned to start from 2027, so it does not mean that you can use TPU in Oracle right now. AI Semiconductor Competition
Open Time: October 28, 2026, 01:01 KST Oracle and NVIDIA announced that they are expanding their collaboration on cloud AI infrastructure. Oracle Cloud Infrastructure has started offering NVIDIA Vera Rubin NVL72 systems and Vera CPUs in general, and plans have been made to expand the AI supercluster to several gigawatts in the future. The important thing is that the product I have already started offering is different from the total capacity I will build in the future