Oracle has signed an agreement with AMD to develop a cluster of 30,000 AMD MI355X GPUs.
The company revealed that it had signed an agreement in Q3 2025 with the chipmaker during its earnings call earlier this month.
As highlighted by a report from Techradar, Oracle's CTO Larry Ellison confirmed the deal, describing it as a "multi-billion dollar contract."
The AMD MI355X GPUs are slated to arrive by mid-2025. They are manufactured with TSMC's 3nm node and built with AMD's CDNA 4 architecture. Each GPU has 288GB of HBM3E memory and a bandwidth of up to 8Tbps.
The chips operate at a TDP of 1,100W, thus necessitating liquid cooling.
The Techradar report describes them as a "strong rival" to Nvidia's B100 and B200s.
Details about the cluster's location have not been shared. DCD has contacted the company for further information and whether the deal is part of the Stargate project.
The AMD contract was not Oracle's only large win for the quarter, with the company set to deploy 64,000 Nvidia GB200s for OpenAI at a data center in Abilene, Texas, which it leases from Crusoe.
The earnings call also revealed that Oracle hadn't yet actually signed any contracts with OpenAI for the Stargate project, but expected to do so "fairly soon."
Oracle is not a new customer to AMD. While the company is a big purchaser of rival Nvidia's GPUs, September 2024 saw the company use AMD Instinct MI300X GPUs for its OCI Compute Supercluster, which is able to support up to 16,384 GPUs.
