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Oracle Cloud Infrastructure on Tuesday announced it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.

AMD shares climbed about 2%. Oracle shares sank 4% while Nvidia was more than 3% lower.

The move is the latest sign that cloud companies are increasingly offering AMD's graphics processing units as an alternative to Nvidia's market-leading GPUs for artificial intelligence.

"We feel like customers are going to take up AMD very, very well — especially in the inferencing space," said Karan Batta, senior vice president of Oracle Cloud Infrastructure.

Oracle will use AMD's Instinct MI450 chips, which were announced earlier this year .

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