Oracle brings OpenAI's ChatGPT and Codex into its apps, adds Google and OpenAI chips to cloud

The collaboration expands enterprise AI access; Oracle also announces support for Google's custom TPU chips

By LineZotpaper AI staff

Published27 October 2026

Updated27 October 2026

Read Time3 min

Sources2 outlets

Oracle on Tuesday announced an expanded collaboration with OpenAI, integrating ChatGPT and Codex into its database applications, and said it will make Google's tensor processing unit and OpenAI's Jalapeño chip available on its cloud infrastructure.

At Oracle AI World in Las Vegas, Oracle president of Cloud Infrastructure Mahesh Thiagarajan told CNBC that using ChatGPT “allows anybody to build an application, deploy it, manage it.” The software maker's database is widely used in healthcare and finance to log and secure data.

OpenAI CEO Sam Altman is set to join Oracle co-CEO Clay Magouyrk on stage for a keynote Tuesday afternoon. The announcement comes a day after OpenAI rival Anthropic filed its S-1 for an initial public offering.

Thiagarajan said his team observed OpenAI's GPT-6 Astra model being trained at Oracle's Stargate data center campus in Abilene, Texas. “More businesses are choosing OpenAI as we make it easier to put AI to work through the tools and systems they already use,” said Greg Brockman, president and co-founder of OpenAI, in a press release.

Oracle also said it is making different hardware accessible on its cloud, including Google's tensor processing unit AI chips, OpenAI's Jalapeño chip, and Cerebras systems. It is the first time Google's custom chips will run on another hyperscaler's cloud. Thiagarajan said chip scarcity remains an issue and that customers can benefit from having different accelerators to choose from. Asked if this marks a pivot away from Nvidia GPUs, he said no, adding that Nvidia chips are “the best, most fungible.”..th a Cerebras spokesperson said the deal is material but did not disclose the scale due to a quiet period. Cerebras stock climbed about 8% on the news. Oracle shares rose nearly 5%.

The announcement comes seven months after Amazon Web Services announced it wuld bring Cerebras hardware into its data centers.

Thiagarajan also addressed Oracle's multibillion-dollar New Mexico data center dubbed Project Jupiter, which has received local community pushback. He said Jupiter is one of 30–40 data center projects in development per quarter. A hearing on air quality permitting is scheduled for Dec. 7 in Sunland Park. Oracle last month sent a force majeure notice to its backer Blue Owl Capital over the project but maintains it is on schedule.

Investors are watching Oracle's upcoming investor day, where they will look for updates on fiscal 2030 revenue targets and margin profiles amid rising costs. Bank of America analysts said they expect clarity on major data center projects. Oracle shares are down more than 30% this year amid concerns about how it will finance its infrastructure pipeline.

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Analysis

Why This Matters

Oracle's database powers critical systems in healthcare and finance; integrating ChatGPT and Codex directly into those tools could make AI-driven data analysis and application building more accessible for enterprise customers.
The addition of Google's TPU and OpenAI's custom chip on Oracle Cloud provides more options for AI workloads, potentially easing chip scarcity that has constrained model training and deployment.
Oacles aggressive data center buildout, including the controversial Project Jupiter, signals a bet that cloud demand will continue growing, but the stock's 30% decline this year shows investor unease about financing and execution risks.

Background

Oracle has mounted an ambitious push to expand its cloud infrastructure, competing with AWS, Microsoft Azure and Google Cloud. The company's database remains a dominant enterprise product, but it has faced questions about how it will fund its data center pipeline. Project Jupiter, a multibillion-dollar facility in New Mexico, has drawn local opposition over air quality concerns. The collaboration with OpenAI deepens ties between the two companies: OpenAI's GPT-6 Astra was trained at Oracle's Stargate campus.

ast\Key Perspectives nMahesh Thiagaraja (Oracle president of Cloud Infrastructure): said using ChatGPT “allows anybody to build an application, deploy it, manage it,” and that chip scarcity remains a problem, but Nvidia GPUs remain the “best, most fungible” option.nGreg BrutGrokman ( president and co-founder of OpenAI): said “More businesses are choosing OpenAI as we make it easier to put AI to work through the tools and systems they already use.” Cerebras spokesperson: confirmed the Oracle deal is material but would not disclose scale due to a quiet period.

What to Watch

Oracle's investor day, where the company is expected to update its fiscal 20230 revenue targets and address financing concerns for its data center pipeline.
The Dec. 7 air quality hearing in Sunland Park, New Mexico, that could affect the timeline of Project Jupiter.n- Whether Cerebras emerges from its quiet period and reveals the size of its Oracle deal, a potential validation signal for non-Nvidia AI hardware.

Sources

Checked

12 claims in this story checked against 1 source: 11 supported.

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SupportedOracle announced an expanded collaboration with OpenAI that brings ChatGPT and Codex into Oracle applications.US Top News and Analysis: “Oracle on Tuesday announced an expanded collaboration with OpenAI that brings the artificial intelligence lab's ChatGPT and Codex into the software maker's applications to make databases more actionable.”
SupportedOracle said it is making Google’s tensor processing unit chips and OpenAI’s Jalapeño chip available on its cloud infrastructure.US Top News and Analysis: “Oracle also said Tuesday that it is making different hardware accessible on its cloud infrastructure, including Google 's tensor processing unit AI chips and OpenAI's Jalapeño chip.”
SupportedThe collaboration expands enterprise AI access.US Top News and Analysis: “For OpenAI, the announcement represents another example of the frontier lab's push into the enterprise market”
SupportedThiagarajan told CNBC that using ChatGPT “allows anybody to build an application, deploy it, manage it.”US Top News and Analysis: “Mahesh Thiagarajan, Oracle's president of Cloud Infrastructure, told CNBC at Oracle AI World in Las Vegas that using ChatGPT "allows anybody to build an application, deploy it, manage it."”
SupportedAltman was set to join Magouyrk on stage for a keynote Tuesday afternoon.US Top News and Analysis: “OpenAI CEO Sam Altman is set to join Oracle co-CEO Clay Magouyrk on stage for an Oracle AI World keynote on Tuesday at 12:40 p.m. ET.”
SupportedAnthropic filed its S-1 one day before the announcement as it headed toward an IPO.US Top News and Analysis: “just one day after its key competitor, Anthropic , filed its S-1 as it heads toward an initial public offering .”
SupportedThiagarajan said his team observed OpenAI’s GPT-6 Astra model being trained at Oracle’s Stargate campus in Abilene.US Top News and Analysis: “Thiagarajan said his team observed OpenAI's GPT-6 Astra model get trained at Oracle's Stargate data center campus in Abilene, Texas”
SupportedBrockman said, “More businesses are choosing OpenAI as we make it easier to put AI to work through the tools and systems they already use,” in a press release.US Top News and Analysis: “"More businesses are choosing OpenAI as we make it easier to put AI to work through the tools and systems they already use," said Greg Brockman, president and co-founder of OpenAI, in the press release.”
SupportedThis is the first time Google’s custom chips will run on another hyperscaler’s cloud.US Top News and Analysis: “It is the first time Google's custom chips will run on another hyperscaler's cloud”
SupportedThiagarajan said Nvidia chips are “the best, most fungible.”US Top News and Analysis: “Thiagarajan said no, adding that Nvidia chips are "the best, most fungible,"”
SupportedCerebras stock climbed about 8% on the news, and Oracle shares rose nearly 5%.US Top News and Analysis: “Cerebras stock climbed about 8% following the news. Oracle shares were up nearly 5% on Tuesday.”
Partly supportedAWS announced seven months earlier that it would bring Cerebras hardware into its data centers.US Top News and Analysis: “The announcement comes seven months after market-leading cloud Amazon Web Services announced plans to bring Cerebras hardware into its data centers”