Chip designer Advanced Micro Devices is partnering with Oracle to bring online a large data-center cluster that uses tens of thousands of AMD’s newest artificial-intelligence chips. Demand for computing infrastructure continues to surge and software developers are rushing to lock down access to the latest AI processors.

Oracle will deploy 50,000 AMD AI chips and launch a new open lakehouse platform, signaling a major push to rival NVIDIA in the enterprise AI cloud race.

AMD said it plans to deploy 50,000 of its most advanced AI chips in data centers run by Oracle, the latest in a flurry of big AI deals.

AMD reached a multibillion-dollar deal earlier this month with OpenAI, matching a growing demand for AI infrastructure.

Intel and AMD on Monday revealed new performance, security and reliability improvements coming to the x86 instruction set architecture in an effort to keep their computer chips relevant against rising alternatives like Arm.

Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI processors, said Oracle Corp. will deploy a large batch of its forthcoming MI450 chips next year.

Oracle agreed to buy 50,000 GPUs from Advanced Micro Devices to build out its artificial intelligence capacity, a strong signal for broader AI demand.

The difference between these two deals is enormous. AMD is selling its chips to OpenAI for OpenAI to become an investor in AMD and create a resurgence in its AI technology. Nvidia is investing in OpenAI in exchange for its chips, so it at least gets something out of the deal.

OpenAI and Broadcom are partnering to develop and deploy 10 gigawatts of custom artificial-intelligence accelerators, the companies announced Monday. OpenAI, the maker of ChatGPT, will design the accelerators and Broadcom will provide Ethernet and other connectivity solutions at OpenAI’s facilities and partner data centers.