OpenAI’s $20 Billion Cerebras Commitment Could Yield Up to 11% Stake
OpenAI’s relationship with Cerebras is deepening beyond a supply agreement. A $20 billion commitment could give OpenAI up to an 11% stake in the AI chipmaker through equity tied to future chip orders, while securing more AI inference capacity.
The development builds on OpenAI’s effort to reduce reliance on Nvidia hardware. OpenAI previously hired Gimlet Labs to help optimize its models for Cerebras chips, and a Cerebras-powered product is now live in GPT-5.3-Codex-Spark, a smaller model for real-time coding that runs at more than 1,000 tokens per second on Cerebras hardware. An earlier agreement described in the tweets covered up to 750 megawatts of compute capacity through 2028 and was reportedly worth more than $10 billion.
From the sources (6 posts)
@steph_palazzoloIn this morning's AI Agenda, we get into Gimlet Labs, an under-the-radar AI startup that's been helping OpenAI optimize its models for Cerebras chips—a move that could help the ChatGPT maker minimize its inference costs.
@theinformationOpenAI has hired startup Gimlet Labs to help optimize its AI models for Cerebras chips, part of a broader push to reduce reliance on Nvidia hardware. Gimlet says its software can speed up AI inference by as much as 10 times at the same cost
@theinformationRT @steph_palazzolo: In this morning's AI Agenda, we get into Gimlet Labs, an under-the-radar AI startup that's been helping OpenAI optimiz…
@stocksavvyshayOpenAI’s $20B $CBRS commitment could give it up to an 11% stake in the AI chipmaker through equity tied to future chip orders. OpenAI is using its massive compute demand to secure supplier equity with little upfront cash while locking in m
@wallstengineCEREBRAS’ IPO STORY NOW HAS A OPENAI PRODUCT BEHIND IT In January, OpenAI agreed to buy up to 750MW of $CRBS compute capacity through 2028 in a deal reportedly worth more than $10B. That was the backlog story. Now there is a product stor
@firstsquawkOPENAI’S $20 BILLION COMMITMENT COULD GIVE IT AN 11% STAKE IN CEREBRAS - THE INFORMATION