OpenAI-Cerebras $10B+ Computing Deal
Narrative
OpenAI to purchase up to 750 megawatts of computing power over three years from Cerebras Systems. Deal valued at over $10 billion. Deploys Cerebras wafer-scale AI chips for ChatGPT inference and scaling.
Reality
Multi-billion dollar contract announced. Phased rollout targets 2028 completion. Reduces OpenAI reliance on Nvidia while diversifying beyond Microsoft Azure. Supports aggressive infrastructure buildout amid surging AI demand.
Implication
Largest non-Nvidia AI chip deal signals hardware diversification at scale. Cerebras wafer-scale approach validated by biggest customer. OpenAI building independent infrastructure beyond Azure dependency. Sets precedent for alternative AI chip architectures.