Since 2018, a company that wanted to rent Google’s tensor processing units has almost always done it through Google Cloud. Starting in 2027, Oracle Cloud Infrastructure will offer the chips from its own data centers, and OpenAI, one of Nvidia’s most valuable customers, reportedly plans to buy TPUs as well.

Oracle and Google announced the OCI arrangement Tuesday at Oracle AI World in Las Vegas, calling OCI the first hyperscale cloud outside Google to offer TPUs. Capacity arrives in calendar 2027 and ramps over several years. Oracle wouldn’t say how big the first deployment will be, but Karan Batta, a senior vice president at OCI, told DCD it is a “multi-year, multi-gigawatt partnership” and that “when Google launches a new TPU, we will have it on day one.”

Hours later, on Tuesday evening, The Information reported that OpenAI plans to buy Google’s TPUs, citing a person familiar with the matter. Financial terms and other details couldn’t be learned, the outlet said.…