Bloomberg Intelligence AMD Says Oracle Is Pledging Widespread Use of New AI Chips
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Oct 14, 2025 Oracle plans a massive deployment of AMD's MI450 chips, marking a shift toward alternatives to NVIDIA. GM faces a hefty $1.6 billion charge as it retrains its EV strategy amid government policy changes. Boeing impresses with a rebound, delivering 160 aircraft, the highest in years. On the food front, Kellanova is set to launch a protein-packed version of Pop-Tarts, joining the trend of healthier snacks. The podcast also explores the evolving landscape of AI partnerships and the implications for major players in tech.
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Oracle Seeks Chip Alternatives
- Oracle will buy non-NVIDIA chips because it urgently needs capacity to convert backlog into revenue.
- AMD's MI450 is positioned as a viable alternative for many workloads even if not identical to NVIDIA's best chips.
AMD As NVIDIA's Main Challenger
- AMD is emerging broadly as the main alternative to NVIDIA for many AI workloads.
- Workload needs will still determine whether AMD suffices or NVIDIA remains necessary for top-tier tasks.
Salesforce Ties Up With OpenAI
- Salesforce's expanded partnership with OpenAI could reshape enterprise software distribution.
- Integrating CRM data with OpenAI models makes enterprise AI workflows easier and defends vendors from disruption.