"OpenAI is entering into a multi-year partnership with chip startup Cerebras Systems to secure additional computing power for its AI services. The agreement, worth billions, is intended to support the growth of applications such as ChatGPT. This is according to The Wall Street Journal. The deal means that OpenAI will purchase up to 750 megawatts of computing power from Cerebras over the next three years. According to industry sources, the collaboration is worth more than $10 billion."
"Cerebras develops specialized AI processors designed to run large language models more efficiently than traditional GPUs. The company claims that its architecture can offer significant speed advantages, particularly in inference, the actual use of trained models. This aspect is crucial for OpenAI, as the platform now serves hundreds of millions of users per week, and response time directly affects the user experience."
OpenAI will buy up to 750 megawatts of computing power from Cerebras Systems over three years in a multibillion-dollar agreement reportedly exceeding $10 billion. Cerebras' specialized AI processors aim to run large language models more efficiently than traditional GPUs, offering notable speed advantages for inference. Those speed gains are important as ChatGPT and other services serve hundreds of millions of users weekly and need fast response times. The deal supports OpenAI's strategy to diversify beyond Nvidia, alongside work with Broadcom and AMD, and aims to control costs while spreading supply-chain and energy pressures across data centers.
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