Oracle’s Chip Purchase from AMD Sends Ripples Through Nvidia Investors
Oracle (ORCL) has made a strategic move by securing a significant order of chips from Advanced Micro Devices (AMD), catching Nvidia (NVDA) investors off guard. The deal, announced on October 15, 2025, underscores the intensifying competition in the semiconductor space.
While the news primarily impacts traditional equity markets, the underlying technology—high-performance computing chips—plays a critical role in blockchain infrastructure. AMD and Nvidia GPUs are widely used for cryptocurrency mining and AI-driven blockchain applications.
The market reaction was immediate: Oracle shares gained nearly 3%, while AMD dipped slightly. Nvidia's marginal uptick suggests investors remain confident in its dominance in AI acceleration, a key enabler for Web3 and decentralized systems.