$AMD (+0,55 %) and $ORCL (+0,29 %) are significantly expanding their partnership and are planning a gigantic AI supercluster with 50,000 AMD Instinct MI450 GPUs from the third quarter of 2026. The project is based on AMD's new "Helios" rack design, combined with the upcoming EPYC processor generation and Pensando network technology. The aim is to create an open, scalable platform for high-performance AI workloads. According to AMD manager Forrest Norrod, open collaboration is at the heart of the strategy to make AI infrastructure more efficient and flexible. The deal follows recent major orders from OpenAI and Microsoft - and underlines AMD's growing importance in the global competition for powerful AI hardware.