Oracle’s AMD Bet Meets AI Spending Reality Check
Monday, June 15, 2026 · 5 min
Bloomberg’s Anurag Rana reports Oracle plans to deploy 50,000 AMD MI450 chips; Menlo Ventures’ Tim Tully, Joff Redfern, Deedy Das and Derek Xiao argue enterprise AI adoption is still outrunning bubble fears. The through-line: infrastructure commitments are getting harder to dismiss as theater.
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Bloomberg’s Anurag Rana reports Oracle plans to deploy 50,000 AMD MI450 chips; Menlo Ventures’ Tim Tully, Joff Redfern, Deedy Das and Derek Xiao argue enterprise AI adoption is still outrunning bubble fears. The through-line: infrastructure commitments are getting harder to dismiss as theater.
In this episode
- AMD Says Oracle Is Pledging Widespread Use of New AI Chips — Bloomberg
# AMD Says Oracle Is Pledging Widespread Use of New AI Chips ## Bloomberg Podcasts 502000 subscribers 52 likes ### Description 4691 views Posted: 14 Oct 2025 Advanced Micro Devices Inc. landed a major order from Oracle Corp. for its forthcoming MI450 chips, a sign it’s making headway in its pursuit of Nvidia Corp. in the booming market for AI processors. Oracle will put 50,000 of the…
- 2025: The State of Generative AI in the Enterprise | Menlo Ventures — Menlo Ventures
[Skip to Main Content](#main-content "Skip to Main Content") * Result [All Perspectives](https://menlovc.com/perspective/ "All Perspectives") PerspectivePortfolioReport # 2025: The State of Generative AI in the Enterprise December 09, 2025 [Tim Tully](https://menlovc.com/team/tim-tully/), [Joff Redfern](https://menlovc.com/team/joff-redfern/), [Deedy…