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Oracle to deploy AMD’s MI450 AI chips in major cloud expansion

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Oracle announced plans to integrate Advanced Micro Devices’ (AMD) upcoming MI450 artificial intelligence chips into its cloud infrastructure, with deployment scheduled to begin in the third quarter of 2026. The companies said the initial rollout will include 50,000 processors, with further expansion expected through 2027 and beyond.

The partnership marks a major win for AMD, securing another top-tier client for its next-generation AI chips, while giving Oracle Cloud Infrastructure (OCI) a competitive boost in the global race to provide compute power for AI model training and deployment. “Demand for large-scale AI capacity is accelerating as next-generation AI models outgrow the limits of current clusters,” the companies said in a joint statement.

The announcement comes as demand for AI hardware surges amid the explosion of applications like ChatGPT. AMD’s shares rose over 3% in premarket trading, defying broader market weakness driven by renewed U.S.-China trade tensions, while Oracle’s stock slipped about 1%.

AMD recently unveiled a multi-year deal with OpenAI to supply the same MI450 chips, in an agreement that gives the ChatGPT developer an option to acquire up to 10% of AMD. The companies are also collaborating on a 1-gigawatt AI data facility based on the chip architecture.

The new AI superclusters at Oracle will use AMD’s “Helios” rack design, a fully integrated system combining GPUs and CPUs, mirroring Nvidia’s own rack-scale solutions. The deal underscores AMD’s ambition to challenge Nvidia’s dominance in the high-performance AI hardware market.

OpenAI and Sur Energy Plan $25 Billion Data Center Project in Argentina

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OpenAI and Argentina-based Sur Energy have signed a letter of intent to develop a massive data center project in Argentina worth up to $25 billion, according to the country’s government. The proposed facility would have a capacity of up to 500 megawatts, making it one of the largest AI computing centers in South America.

The project will be structured under Argentina’s RIGI tax incentive program, introduced last year to attract large-scale investments in energy and technology. If completed, officials said, it would become “one of the largest technology and energy infrastructure initiatives in Argentina’s history.”

OpenAI CEO Sam Altman confirmed the plans on social media, announcing “Stargate Argentina,” the company’s first Latin American infrastructure project. “Latin America is full of talent, creativity, and ambition,” Altman said, adding that the collaboration with Sur Energy marks a major expansion of OpenAI’s global data network.

The announcement comes as OpenAI continues to deepen its partnerships with global companies following its developer conference earlier this week, where it revealed new collaborations with Spotify, Zillow, and Mattel, alongside new tools for app developers.

OpenAI warns EU regulators of Big Tech dominance in AI market

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OpenAI has raised competition concerns with European Union regulators, warning that entrenched tech giants such as Google are using their market power to dominate the fast-growing artificial intelligence sector.

The company confirmed Thursday that its arguments to EU officials last month “mirrored its public positions” on the need to ensure fair competition in AI. During a September 24 meeting with EU antitrust chief Teresa Ribera, OpenAI said it faced major hurdles competing against vertically integrated platforms that control both infrastructure and distribution, according to meeting notes cited by Bloomberg News.

The firm urged regulators to prevent large companies from “locking in users” through their ecosystems — a reference to concerns that firms like Alphabet and Microsoft could tie AI products to existing search, cloud, and software services.

The European Commission has already been investigating how major technology platforms are extending dominance into AI through intercompany agreements and exclusive data access. Neither the Commission nor Google responded to requests for comment.

OpenAI’s outreach to EU authorities comes as it cements its own global influence. Following a secondary share sale last week, the ChatGPT-maker is now valued at $500 billion, making it the world’s most valuable startup with over 800 million weekly users.

Analysts say the move signals that OpenAI wants to shape the regulatory debate in Europe — not only to challenge rivals like Google and Anthropic, but also to secure its place in a market increasingly defined by antitrust scrutiny and AI sovereignty policies.