⚡️ OpenAI locks in massive AI compute via Cerebras

OpenAI has signed a three-year deal worth $10B+ with Cerebras, securing ~750 MW of cloud computing power to train and run next-gen AI models.

What’s being bought
• Long-term access to Cerebras’ specialized AI compute at hyperscale
• Capacity aimed at both training and inference, reducing reliance on traditional GPU clouds

Cerebras at scale
• Already supplies compute to Meta and Mistral AI
• Expanding data centers in Atlanta, Vancouver, and Montreal
• Planning a Middle East facility, pending U.S. export approvals

Strategic backstory
• OpenA