两家公司表示，Oracle将从2027年起在其数据中心提供运行在Cerebras AI计算机上的云服务。Cerebras于5月上市，预计明年收入将增长两倍至近30亿美元，但投资者担心其在英伟达主导的市场中的地位。
Oracle will offer cloud services running on Cerebras’ AI computers in its data centres from 2027, the companies said. Cerebras, which went public in May, is expected to triple revenue next year to almost $3B, but investors worry about its place in a market Nvidia dominates.
据彭博社报道，Oracle将提供基于Cerebras Systems AI计算机构建的云服务。这笔交易为这家年轻的英伟达挑战者带来了另一大客户。
Oracle will offer cloud services built on Cerebras Systems’ AI computers in its data centres, Bloomberg reported. The deal gives the young Nvidia challenger another large customer.
Cerebras用一整块硅晶圆制造每颗芯片，而通常该晶圆会被切割成许多较小的处理器。该公司称，这使其系统回答AI请求的速度比竞争对手快得多。
Cerebras builds each chip from a whole silicon wafer, the disk normally cut into many smaller processors. It says this lets its systems answer AI requests much faster than rivals.
两家公司周二表示，Oracle Cloud Infrastructure计划于2027年提供该服务。Oracle未透露将使用多少Cerebras硬件。
Oracle Cloud Infrastructure plans to offer the service in 2027, the companies said on Tuesday. Oracle did not say how much Cerebras hardware it will use.
“AI推理需要选择，”Oracle Cloud Infrastructure总裁Mahesh Thiagarajan表示。
“AI inference demands choice,” said Mahesh Thiagarajan, president of Oracle Cloud Infrastructure.
Cerebras的客户已包括OpenAI和Amazon Web Services。据彭博社报道，分析师预计其明年收入将增长两倍至近30亿美元，高于今年的不足10亿美元。
Cerebras already counts OpenAI and Amazon Web Services as customers. Analysts expect it to triple its revenue next year to almost $3B, from less than $1B this year, according to Bloomberg.
投资者仍担心，Cerebras正在追逐一个小众市场，而英伟达的产品每季度销售额接近1000亿美元。这家5月上市的公司股价周二上涨约9.5%。
Investors still worry that Cerebras is chasing a small niche in a market where Nvidia’s products bring in close to $100B in sales each quarter. Shares in Cerebras, which listed in May, rose about 9.5% on Tuesday.
Oracle在其年度AI World大会上宣布了这一消息，同时还公布了与英伟达和英特尔的合作。Oracle还采购Arm自研芯片。Oracle计划在截至2027年5月的年度内在资本项目上投入700亿美元，而前一年为557亿美元。
Oracle made the announcement at its annual AI World conference, alongside deals with Nvidia and Intel. It also buys Arm’s own chips. Oracle plans to spend $70B on capital projects in the year to May 2027, after spending $55.7B the year before.