OpenAI and AI chipmaker Cerebras have signed a deal to deliver 740 megawatts of computer power.
According to people close to the matter, the deal is valued at around US$10 billion.
It will also help diversify Cerebras away from the United Arab Emirates’ G42, which made up 87% of revenue in the first half of 2024.
“We are delighted to partner with OpenAI, bringing the world’s leading artificial intelligence (AI) models to the world’s fastest AI processor,” Cerebras co-founder Andrew Feldman said.
“Just as broadband transformed the internet, real-time inference will transform AI, enabling entirely new ways to build and interact with AI models.”
OpenAI’s Sachin Katti said this was part of OpenAI’s strategy to build a resilient portfolio that matched the right systems to the right workloads.
“Cerebras adds a dedicated low-latency inference solution to our platform,” Katti said.
“That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people.”
This comes months after the two companies worked together to ensure that Cerebras’s gpt-osss open-weight models would work smoothly on Cerebras silicon, alongside chips from Nvidia and Advanced Micro Devices.
Cerebras has built a large processor that can train and run generative artificial intelligence models that could see it rival Nvidia, the first company to reach a US$5 trillion valuation.
