Oracle Embeds Openai Tools in Apps, Broadens Cloud Chip Offerings
WHO:
CNBC - Oracle announced an expanded collaboration with OpenAI, whose CEO is Sam Altman and whose president and co-founder is Greg Brockman.
CNBC - Mahesh Thiagarajan is Oracle’s president of Cloud Infrastructure; Clay Magouyrk is Oracle’s co-CEO.
CNBC - Google, OpenAI, Cerebras, Amazon Web Services, Nvidia, and Blue Owl Capital were identified as companies involved in Oracle’s cloud hardware offerings or data-center plans.
Techmeme - Oracle’s expanded Oracle Cloud Infrastructure lineup includes Google TPUs, OpenAI’s Jalapeño chip, and Cerebras hardware.
WHAT:
CNBC - Anthropic filed its S-1 as it headed toward an initial public offering, one day before Oracle’s announcement.
Small Business Trends - Oracle and OpenAI unveiled a small-business bundle offering $12,000 in annual cloud credits, ChatGPT Business, NetSuite, and automation tools.
CNBC - Oracle said ChatGPT and Codex would be integrated into its applications to make databases more actionable.
CNBC - Oracle said Google tensor processing units, OpenAI’s Jalapeño chip, and Cerebras hardware would be accessible through Oracle Cloud Infrastructure.
CNBC - Thiagarajan said Nvidia chips remain “the best, most fungible,” and said the hardware expansion did not mark a pivot away from Nvidia GPUs.
CNBC - Cerebras stock rose about 8% after the announcement; Oracle shares were up nearly 5%.
CNBC - Oracle’s shares were down more than 30% for the year, amid concerns about financing its digital-infrastructure pipeline.
CNBC - A Cerebras spokesperson called the deal material but said the company would not disclose its scale because it was in a quiet period.
CNBC - Oracle said its Project Jupiter data center was on schedule and was one of 30–40 data-center projects in development per quarter.
CNBC - Oracle delivered a force majeure notice to Project Jupiter backer Blue Owl Capital amid political pushback.
CNBC - Amazon Web Services had announced plans to bring Cerebras hardware into its data centers.
WHERE:
CNBC - Oracle AI World was held in Las Vegas; Oracle’s Stargate data-center campus is in Abilene, Texas.
CNBC - Project Jupiter is in New Mexico; a permitting hearing was scheduled in Sunland Park.
WHEN:
CNBC - Sam Altman spoke at Oracle AI World in Las Vegas on Oct. 27, 2026.
CNBC - Altman was set to join Magouyrk for an Oracle AI World keynote at 12:40 p.m. ET.
CNBC - The air-quality-permitting hearing was scheduled for Dec. 7.
CNBC - Oracle’s investor day was upcoming; investors were awaiting updates on its fiscal year 2030 revenue targets and cloud-deal margins.
CNBC - CNBC said Amazon Web Services announced its Cerebras data-center plans seven months before Oracle’s announcement.
WHY:
CNBC - Oracle said making different accelerators available could help customers such as OpenAI amid continued chip scarcity.
CNBC - Thiagarajan said ChatGPT “allows anybody to build an application, deploy it, manage it.”
CNBC - Brockman said OpenAI was making it easier to put AI to work through tools and systems businesses already use.
CNBC - Oracle’s database supports businesses in healthcare and finance by logging and securing data.
HOW:
CNBC - Thiagarajan said his team observed OpenAI’s GPT-6 Astra model being trained at Oracle’s Stargate campus and saw real-time benefits.
CNBC - Thiagarajan said Oracle’s cloud hardware choices give customers “infinite possibilities” for deploying AI.
CNBC - Bank of America analysts said they expected updates on Oracle’s major data-center projects at the investor meeting.
(UPDATED October 28, 2026 01:18 UTC)
Oracle expanded its collaboration with OpenAI, adding Google TPUs, OpenAI’s Jalapeño chip and Cerebras hardware to the accelerators available through Oracle Cloud Infrastructure, while emphasizing it would continue using Nvidia GPUs. The companies also introduced a small-business bundle with $12,000 in annual cloud credits, ChatGPT Business, NetSuite and automation tools, and Oracle said ChatGPT and Codex would be integrated into its applications. Cerebras shares rose about 8% and Oracle shares nearly 5% after the announcement, as investors weighed Oracle’s data-center expansion and financing concerns; an air-quality permitting hearing for Project Jupiter in New Mexico is scheduled for Dec.
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(UPDATED October 28, 2026 00:09 UTC)
Oracle expanded its collaboration with OpenAI, adding ChatGPT and Codex to Oracle applications and making Google TPUs, OpenAI’s Jalapeño chip, and Cerebras hardware available through Oracle Cloud Infrastructure. Oracle said the broader hardware lineup gives customers more options amid chip shortages, while stressing it is not moving away from Nvidia GPUs; Oracle and Cerebras shares rose after the announcement. Separately, Oracle and OpenAI introduced a small-business bundle with $12,000 in annual cloud credits, ChatGPT Business, NetSuite, and automation tools, as Oracle said its Project Jupiter data center remains on schedule despite a force majeure notice to its backer, Blue Owl Capital.
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(UPDATED October 27, 2026 22:15 UTC)
Oracle is expanding its partnership with OpenAI, integrating ChatGPT and Codex into its applications and offering Google TPUs, OpenAI’s Jalapeño chip, and Cerebras hardware through Oracle Cloud Infrastructure. The company says the wider choice of chips could help customers cope with shortages, while emphasizing that Nvidia GPUs remain central to its offerings. Oracle also said its Project Jupiter data center in New Mexico remains on schedule, even as it faces financing and political scrutiny.