Oracle may now offer the most compute diversity of any cloud, says Bajarin
BenBajarin · x · 2026-10-28
Analyst Ben Bajarin argues Oracle may now offer the most compute diversity of any cloud platform — spanning Intel, AMD, NVIDIA, Google TPUs, Cerebras, SambaNova and Positron — and will eventually deploy OpenAI's Jalepeno chips as OpenAI models come closer to its services.
More from Infra
- Statistically Lossless Qwen3.8 27B GGUF Quants Hit ~99% EAR at 23GB, Feels FP8-like — Dany0 · 2026-10-28
- Tonawanda Seneca Nation opposes data center on wetland at People's AI Assembly — AINowInstitute · 2026-10-28
- Kimi K3.1 teased to adopt DSA like DeepSeek V3.2 for better inference economics — zephyr_z9 · 2026-10-28
- VLM Run Gateway Launches: One API for Open-Weight OCR, VLM and Vision Models — spillai · 2026-10-28
- Hyperscalers issue $228B in bonds YTD, nearly 14x the 2024 total — Beth_Kindig · 2026-10-28
- Bittensor subnet Targon burns ~$2.1M of tokens from organic GPU revenue — markjeffrey · 2026-10-28