Intel partners with Oracle to deploy Xeon server CPUs for AI workloads

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A multiyear deal puts more Intel Xeon capacity inside Oracle Cloud Infrastructure, even as weak guidance knocked the stock lower days later Intel just landed a long-term partner for the part of its business that is actually growing. At Oracle AI World in Las Vegas on October 27, 2026, Intel and Oracle announced a multiyear collaboration to expand Xeon-based computing inside Oracle Cloud Infrastructure (OCI). The timing is interesting. Two days later, Intel reported quarterly results, and its forward guidance sent the stock tumbling in after-hours trading. The server business is booming. The PC business is the relative who shows up to the party and asks for a loan. The partnership centers on adding Xeon capacity to OCI over several years.
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