OpenAI Cerebras computing deal: Amid intensifying competition in the field of artificial intelligence, OpenAI has signed an important computing agreement with US chipmaker Cerebras. Under this deal, OpenAI will purchase up to 750 megawatts of computing capacity from Cerebras over the next three years. According to available information, the total value of this long-term agreement is believed to be more than $10 billion.This deal has come at a time when OpenAI is working to meet the rapidly growing computing needs of its popular chatbot and other AI products. The company is focused on improving the response speed of its AI models as well as increasing their efficiency, so that users can get a faster and more effective experience.
Why is this agreement considered important?
Cerebras is known for its wafer-scale engine technology, which has been developed specifically for training large AI models and for inference—that is, the process of generating answers to users’ questions. The company says its chips are capable of delivering more effective and faster performance than traditional GPUs in certain specific use cases.
According to information, talks regarding this agreement between OpenAI and Cerebras began in August 2025. During that time, Cerebras demonstrated that OpenAI’s open-source AI models could work more effectively on its hardware. After several months of discussions and technical evaluations, both companies agreed to this deal.
Focus on inference
Under this agreement, Cerebras will build or lease data centers equipped with its chips. On the other hand, OpenAI will use Cerebras’ cloud services to run inference and reasoning models for its AI products. These are the same models that take a little time to “think” before giving an answer.
It is reported that this computing capacity will be brought online in phases by 2028. OpenAI says that the aim of adding different computing options to its system is to make AI services faster and more reliable.
Rising demand for computing in the industry
This deal clearly shows that demand for computing power for inference is continuously increasing in the AI industry. As companies develop more advanced reasoning models and AI applications for commercial use, the need for large-scale investment in hardware and infrastructure is also steadily growing.
For Cerebras, this agreement is also being seen as strategically important. Until now, the company has earned a large part of its revenue from UAE-based tech firm G42. The new deal will help it diversify its revenue sources.
Cerebras preparing for IPO
Cerebras was founded in 2015 and the company presents itself as an alternative to Nvidia and other major players in the AI chip market. Cerebras is also preparing to enter the public markets. Earlier, the company had started the IPO process in 2024, but it was later postponed.This new agreement is being seen as an opportunity for Cerebras to show investors its business stability and access to large customers.
OpenAI’s long-term plan
OpenAI CEO Sam Altman has already indicated that the company is planning to make heavy investments in computing infrastructure in the coming years. The company’s goal is to develop large-scale AI systems, which will require massive energy and hardware resources.However, some investors and experts have also expressed caution over the rapid investments and rising valuations in the AI sector. They say that if demand does not grow as expected, the sector could face risks.
Utkarsh works as a Sub-Editor at 1Tak News. Technology and gadgets are his main beats, and he also tracks automobiles. A graduate of Mahatma Gandhi Kashi Vidyapeeth, he began his journalism career in 2023 and has built experience across digital media platforms like 1Tak. Besides technology, he also has considerable experience covering national affairs, politics, research, and international news.
