Forbes January 15, 2026
Cerebras, famous for being the only AI company with a full wafer-scale chip, has landed OpenAI, its first major US-based hyperscaler. Prior to this deal, Cerebras has been successful securing investments and system commitments from a relatively small number of customers, notably G42, the Abu Dhabi, UAE, AI company. Sam Altman, CEO of OpenAI, was an early investor in Cerebras. Cerebras has been touting its leadership in AI inferencing performance for the last couple years, and it looks like this approach is working. (Like most AI semiconductor companies, Cerebras is a client of Cambrian-AI Research, LLC.)
OpenAI has partnered with Cerebras Systems to add 750MW of AI compute to OpenAI’s inference-as-a-service platform. The multi-year, multi-billion-dollar agreement brings Cerebras capacity and...
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