OpenAI strikes $10 billion AI chip deal with Cerebras to power faster ChatGPT responses
10 Sources
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OpenAI signs deal, worth $10 billion, for compute from Cerebras | TechCrunch
OpenAI announced Wednesday that it had reached a multi-year agreement with AI chipmaker Cerebras. The chipmaker will deliver 750 megawatts of compute to the AI giant starting this year and continuing through the year 2028, Cerebras said. The deal is worth over $10 billion, a source familiar with
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OpenAI to serve ChatGPT on Cerebras' AI dinner plates
SRAM-heavy compute architecture promises real-time agents, extended reasoning capabilities to bolster Altman's valuation OpenAI says it will deploy 750 megawatts worth of Nvidia competitor Cerebras' dinner-plate sized accelerators through 2028 to bolster its inference services. The deal, which
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OpenAI Forges $10 Billion Deal With Cerebras for AI Computing
The deal is valued at more than $10 billion, according to people familiar with the matter, and is part of OpenAI's efforts to expand its computing capacity and unlock "the next generation of use cases and onboard the next billion users to AI". OpenAI signed a multiyear deal to use hardware from
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OpenAI has committed billions to recent chip deals. Some big names have been left out
Open AI CEO Sam Altman speaks during a talk session with SoftBank Group CEO Masayoshi Son at an event titled "Transforming Business through AI" in Tokyo, on Feb. 3, 2025. In November, following Nvidia's latest earnings beat, CEO Jensen Huang boasted to investors about his company's position in
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Cerebras scores OpenAI deal worth over $10 billion ahead of AI chipmaker's IPO
AI chipmaker Cerebras has signed a deal with OpenAI to deliver 750 megawatts of computing power through 2028, according to a blog post Wednesday by the maker of ChatGPT. The arrangement is worth over $10 billion, according to people close to the company. The deal will help diversify Cerebras away
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OpenAI commits to buying over $10B worth of AI compute capacity from Cerebras Systems - SiliconANGLE
OpenAI commits to buying over $10B worth of AI compute capacity from Cerebras Systems OpenAI Group PBC has signed a multibillion-dollar deal with the artificial intelligence chipmaker Cerebras Systems Inc. to secure much-needed compute capacity for its large language models. The company said it
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OpenAI signs $10 billion computing deal with Nvidia challenger Cerebras - The Economic Times
OpenAI will purchase up to 750 megawatts of computing power over three years from chipmaker Cerebras as the ChatGPT maker looks to pull ahead in the AI race and meet the growing demand, the two companies said on Wednesday. This deal is worth more than $10 billion over the life of the contract,
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OpenAI Reduces NVIDIA GPU Reliance with Faster Cerebras Chips
What if ChatGPT could be 100 times faster, responding to your queries almost instantaneously? That's not just a distant dream, it's the bold vision behind OpenAI's new $10 billion partnership with Cerebras Systems. In this breakdown, Matthew Berman walks through how this collaboration is set to
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Nvidia, AMD shares dip as OpenAI partners with Cerebras By Investing.com
Investing.com -- Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) shares edged lower late Wednesday after OpenAI announced a multibillion-dollar computing partnership with AI chip startup Cerebras. The partnership, valued at more than $10 billion according to the Wall Street Journal, will integrate
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OpenAI to buy compute capacity from Cerebras in latest AI deal
Jan 14 (Reuters) - OpenAI said on Wednesday it has agreed to purchase up to 750 megawatts of computing power over three years from Cerebras as the ChatGPT maker looks to pull ahead in the AI race and capitalize on growing demand. The deal is worth more than $10 billion, the Wall Street Journal
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OpenAI has signed a multi-year agreement with AI chipmaker Cerebras worth over $10 billion to deliver 750 megawatts of computing power through 2028. The deal aims to accelerate ChatGPT's response times and support real-time AI applications, while reducing OpenAI's reliance on Nvidia's GPU-based systems. Cerebras will build and lease dedicated datacenters featuring its wafer-scale accelerators.
OpenAI and Cerebras Forge Massive Computing Partnership
OpenAI announced Wednesday that it reached a multi-year agreement with AI chipmaker Cerebras in a $10 billion deal that will deliver 750 megawatts of computing power starting this year and continuing through 2028
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. The partnership marks a strategic move by OpenAI to diversify its supply chain beyond traditional GPU providers and accelerate inference capabilities for ChatGPT users.
Source: SiliconANGLE
According to sources familiar with the matter, the AI chip deal is valued at more than $10 billion, making it one of the largest compute agreements in the AI industry
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. Cerebras will take on the risk of building and leasing datacenters equipped with its wafer-scale AI accelerators to serve OpenAI's inference workloads2
. The AI infrastructure will be deployed in multiple stages, with Cerebras hosting the systems dedicated to delivering low-latency responses.Why Speed Matters for Real-Time AI Applications
Both companies emphasized that the partnership centers on delivering faster outputs for OpenAI's customers. "Integrating Cerebras into our mix of compute solutions is all about making our AI respond much faster," OpenAI explained in a blog post
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. When users ask complex questions, generate code, create images, or run AI agents, there's a loop happening behind the scenes where the model processes requests and sends responses back.Andrew Feldman, co-founder and CEO of the semiconductor startup, drew a powerful analogy: "Just as broadband transformed the internet, real-time inference will transform AI"
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. He emphasized that AI's inference stage—the process of getting AI models to respond to queries—is crucial to advancement, and that's where Cerebras' products excel. Recent work showed Cerebras running OpenAI's GPT-OSS-120B model 15 times faster than conventional hardware3
.Sachin Katti of OpenAI stated that "Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people"
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. In the age of reasoning models and AI agents, faster inference means models can "think" for longer without compromising on interactivity2
.Technical Advantages of Cerebras' Wafer-Scale Architecture
By integrating Cerebras' wafer-scale compute architecture into its inference pipeline, OpenAI can leverage the chip's massive SRAM capacity to accelerate processing power. Each WSE-3 accelerator measures 46,225 mm² and is equipped with 44 GB of SRAM
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. Compared to the HBM found on modern GPUs, SRAM operates several orders of magnitude faster. While a single Nvidia Rubin GPU can deliver around 22 TB/s of memory bandwidth, Cerebras' chips achieve nearly 1,000x that at 21 petabytes per second2
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Source: The Register
Running models like OpenAI's gpt-oss 120B, Cerebras' chips can reportedly achieve single-user performance of 3,098 tokens per second compared to 885 tok/s for competitor Together AI, which uses Nvidia GPUs
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. This performance advantage positions Cerebras as a compelling alternative in the market dominance currently held by Nvidia.Related Stories
OpenAI's Strategy to Diversify Beyond Nvidia
The partnership represents OpenAI's continued effort to diversify supply chain dependencies as it pursues an aggressive expansion plan. "OpenAI's compute strategy is to build a resilient portfolio that matches the right systems to the right workloads," said Katti
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. While Nvidia CEO Jensen Huang boasted in November that "everything that OpenAI does runs on Nvidia today," competition is clearly emerging4
.Last year, OpenAI committed more than $1.4 trillion to infrastructure deals with companies including Nvidia, Advanced Micro Devices, and Broadcom
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. In September, Nvidia announced it would invest as much as $100 billion in OpenAI to build AI infrastructure with at least 10 gigawatts of power capacity. In October, AMD said it would deploy 6 gigawatts worth of graphics processing units over multiple years for OpenAI3
. OpenAI is also developing its own chip with Broadcom3
.Implications for Cerebras' IPO and Market Position
For Cerebras, this high-profile win moves it closer to tapping into the tens of billions of dollars being poured into new AI infrastructure. The company has been around for over a decade, but its star has risen significantly since the launch of ChatGPT in 2022 and the AI boom that followed
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. Feldman noted that "this transaction launches us into the big league and launches high-speed inference into the mainstream"3
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Source: ET
Cerebras filed for an IPO in September 2024, revealing that revenue in the second quarter approached $70 million, up from about $6 million in the second quarter of 2023
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. However, the company withdrew the paperwork in October after announcing a $1.1 billion funding round that valued it at $8.1 billion. The company is now in talks to raise another billion dollars at a $22 billion valuation1
. The OpenAI deal will help diversify Cerebras away from G42, which accounted for 87% of revenue in the first half of 20245
.It's worth noting that Sam Altman is already an investor in Cerebras, and OpenAI once considered acquiring the company
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. The relationship between the two companies dates back to 2017, when they first began exploring collaboration3
. Greg Brockman, OpenAI co-founder and president, stated that "this partnership will make ChatGPT not just the most capable but also the fastest AI platform in the world," helping unlock "the next generation of use cases and onboard the next billion users to AI"3
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