甲骨文将从2027年起在其云平台上出租谷歌的张量处理单元（TPU）。这使其成为谷歌之外首家提供该芯片的超大规模云服务商。甲骨文还将把OpenAI的ChatGPT和Codex嵌入其企业软件。甲骨文于周二（10月27日）在拉斯维加斯的甲骨文AI世界大会上宣布了这两项交易。英伟达、英特尔、AMD、SambaNova和Positron的新硬件也随之推出。
Oracle will rent out Google’s tensor processing units (TPUs) in its cloud from 2027. That makes it the first hyperscale cloud outside Google to offer the chips. It is also putting OpenAI’s ChatGPT and Codex inside its business software. Oracle announced both deals on Tuesday, 27 October, at Oracle AI World in Las Vegas. New hardware from Nvidia, Intel, AMD, SambaNova and Positron came with them.
甲骨文在新闻稿中公布了TPU交易和OpenAI产品。甲骨文云基础设施（OCI）总裁马赫什·蒂亚加拉詹向CNBC的西玛·莫迪提供了更多细节。OCI高级副总裁卡兰·巴塔接受了数据中心动态的乔治亚·巴特勒的采访。
Oracle set out the TPU deal and the OpenAI products in press releases. Oracle Cloud Infrastructure (OCI) president Mahesh Thiagarajan gave more detail to Seema Mody of CNBC. OCI senior vice president Karan Batta spoke to Georgia Butler of DatacenterDynamics.
谷歌芯片进驻竞争对手云平台 甲骨文将在其自有数据中心托管TPU，并提供电力、制冷和网络。芯片将于2027年日历年交付，容量将在数年内逐步增长。谷歌的第八代芯片有两个版本。TPU 8t用于训练，TPU 8i用于推理，即运行已完成模型的工作。谷歌表示，8t每个机柜的计算能力几乎是上一代的三倍。
Google’s chips in a rival cloud Oracle will host the TPUs in its own data centres and supply the power, cooling and networking. The chips arrive in calendar year 2027, and capacity will grow over several years. Google’s eighth generation comes in two versions. TPU 8t is for training, and TPU 8i is for inference, the work of running a finished model. Google says the 8t delivers nearly three times the compute per pod of the previous generation.
“不同的人工智能工作负载对计算需求各不相同，”蒂亚加拉詹在公告中表示。
“Different AI workloads have different compute needs,” Thiagarajan said in the announcement.
甲骨文拒绝透露将从多少颗TPU开始。巴塔告诉数据中心动态，这项交易是一项“多年、多吉瓦合作伙伴关系”。他表示，甲骨文将在谷歌推出每一代新TPU的当天获得该芯片。“我可以告诉你的是，这不是一项实验，”巴塔表示。
Oracle declined to say how many TPUs it will start with. Batta told DatacenterDynamics the deal is a “multi-year, multi-gigawatt partnership”. He said Oracle will get each new TPU on the day Google launches it. “What I can tell you is that this is not an experiment,” Batta said.
甲骨文在实际中可能并非第一。数据中心动态指出，谷歌正与黑石集团合作建设名为Crux AI的TPU云。新云公司Fluidstack也在为Anthropic部署TPU。周二，《信息》杂志还报道称，OpenAI计划购买谷歌的TPU。
Oracle may not be first in practice. Google is building a TPU cloud called Crux AI with Blackstone, DatacenterDynamics noted. Neocloud Fluidstack is also deploying TPUs for Anthropic. On Tuesday, The Information also reported that OpenAI plans to buy Google’s TPUs.
更多芯片，几乎来自所有人。TPU加入了一长串名单。英伟达的Vera Rubin NVL72系统和Vera CPU现已在OCI上全面可用。甲骨文计划将其Vera Rubin集群扩展到数吉瓦规模。规模较小的八GPU HGX Rubin NVL8服务器也将随后推出，但未给出日期。英伟达于7月将Vera Rubin投入生产。
More chips, from almost everyone The TPUs join a long list. Nvidia’s Vera Rubin NVL72 systems and Vera CPUs are now generally available on OCI. Oracle plans to scale its Vera Rubin clusters to several gigawatts. Smaller eight-GPU HGX Rubin NVL8 servers will follow, with no date given. Nvidia put Vera Rubin into production in July.
甲骨文还与英特尔签署了一项为期多年的至强芯片协议。该协议涵盖基于Diamond Rapids——英特尔的下一代服务器处理器——构建的计划中服务器。据DatacenterDynamics报道，基于AMD的E7实例即将推出，SambaNova的SN50芯片也即将到来，但没有时间表。Positron的Atlas推理服务器现已可用。甲骨文还与Cerebras签约，合作至2027年。
Oracle also signed a multi-year deal with Intel for Xeon chips. It covers planned servers built on Diamond Rapids, Intel’s next server processor. AMD-based E7 instances are close to launch, and SambaNova’s SN50 chip is coming without a timeline, DatacenterDynamics reported. Positron’s Atlas inference servers are available now. Oracle also signed up Cerebras for 2027.
据CNBC报道，OpenAI自家的Jalapeño芯片也将在OCI上运行。Thiagarajan对CNBC表示，这并非要弃用英伟达，他称英伟达的芯片是“最好的、最具通用性的”。他说，芯片仍然稀缺，因此客户能从有多种选择中获益。
OpenAI’s own Jalapeño chip will run on OCI too, CNBC reported. Thiagarajan told CNBC this is not a move away from Nvidia, whose chips he called “the best, most fungible”. Chips are still scarce, he said, so customers gain from having several to choose from.
OpenAI进军甲骨文软件领域。与OpenAI的协议带来四款产品。Oracle AI Workspace为员工提供ChatGPT插件，用于甲骨文的Fusion应用、NetSuite及其数据库。员工可以查找数据并完成获批的任务。甲骨文称该产品“即将推出”。AI Security Mesh使用OpenAI的网络模型来发现并测试公司系统中的弱点。由客户设定限制，甲骨文负责运行该服务。
OpenAI moves into Oracle’s software The OpenAI deal brings four products. Oracle AI Workspace gives staff ChatGPT plugins for Oracle’s Fusion apps, NetSuite and its database. They can find data and complete approved tasks. Oracle says it is “coming soon”. AI Security Mesh uses OpenAI’s cyber models to find and test weaknesses in a company’s systems. The customer sets the limits, and Oracle runs the service.
App Composer让员工无需编写代码即可用Codex构建应用，而甲骨文在OCI上运行这些应用。目前一小部分客户可以使用它。一项小企业套餐提供每年1.2万美元的OCI额度，最长三年，外加ChatGPT Business和NetSuite工具。只有独立的、私营的美国公司符合资格。
App Composer lets employees build apps with Codex without writing code, while Oracle runs them on OCI. A limited group of customers can use it now. A small-business bundle offers $12,000 a year in OCI credits for up to three years, plus ChatGPT Business and NetSuite tools. Only independent, privately held US companies qualify.
OpenAI总裁格雷格·布罗克曼在新闻稿中表示：“随着我们让企业通过它们已经在使用的工具和系统更轻松地将AI投入实际应用，越来越多的企业选择OpenAI。”
“More businesses are choosing OpenAI as we make it easier to put AI to work through the tools and systems they already use,” OpenAI president Greg Brockman said in the release.
Snowflake 的数据云也成为原生 OCI 服务，由 Oracle 计费。前一天，Oracle 为其 Fusion 应用推出了 AI 代理，可规划并执行获批的工作。联席首席执行官 Mike Sicilia 在舞台上表示，AI 将让人们拥有“更多做人的时间”，Craig Hale 为 TechRadar 报道称。
Snowflake’s data cloud also becomes a native OCI service, billed by Oracle. A day earlier, Oracle launched AI agents for its Fusion apps that can plan and carry out approved work. Co-CEO Mike Sicilia said on stage that AI would give people “more time to be human”, as Craig Hale reported for TechRadar.
关键问题 部分观察人士仍不确信。Brandon Vigliarolo 为 The 撰文称，大部分新闻只是最大 AI 参与者之间的“循环支出”，而大多数企业仍在等待回报。
The money question Some observers remain unconvinced. Brandon Vigliarolo wrote for The that much of the news amounts to “circular spending” among the biggest AI players, while most businesses still wait for returns.
据 CNBC 报道，Oracle 股票周二上涨近 5%。但今年以来仍下跌超过 30%，投资者担心 Oracle 如何为其数据中心融资。其位于新墨西哥州的 Project Jupiter 项目面临当地反对，并将于 12 月 7 日举行空气质量听证会，尽管 Oracle 称项目按计划进行。投资者现在希望 Oracle 在即将举行的投资者日上兑现其 2030 年收入目标。
Oracle shares rose nearly 5% on Tuesday, according to CNBC. They are still down more than 30% this year, as investors worry about how Oracle will pay for its data centres. Its Project Jupiter site in New Mexico faces local opposition and an air-quality hearing on 7 December, though Oracle says it is on schedule. Investors now want Oracle to back up its 2030 revenue targets at its coming investor day.