Oracle will rent out Google's TPUs, the first cloud outside Google to do it

Oracle said Tuesday at its AI World conference that Google's tensor processing units will be available on Oracle Cloud Infrastructure starting in 2027, with capacity ramping over several years. Oracle says it is the first hyperscale cloud other than Google to offer them. It also plans Cerebras and SambaNova inference hardware on its cloud in 2027. Pricing and committed capacity were not disclosed.

Google spent a decade keeping its chips inside its own cloud. Selling them through a rival's data centers, the same week OpenAI is reported to be buying TPUs outright, turns the TPU from a reason to use Google Cloud into a product competing directly with Nvidia's. SourcesAC

Sources

• AOracle brings Google TPUs to Oracle Cloud Infrastructure (Oracle)oracle.com
• COracle expands cloud infrastructure with Google, OpenAI and Cerebras partnerships (Stocktwits)stocktwits.com

This story ran in the Morning Brief of October 29th 2026.