Cerebras makes wafer-scale inference chips (for generating the response an AI gives after a query), looping in networking and high-bandwidth memory on the same die.
This makes for much faster thinking on complex tasks, should enable real-time reasoning, and OpenAI could possibly route those kinds of queries to this kind of compute.
The deal is worth over $10 billion, Reuters writes, and the capacity should come online in multiple tranches to be fully delivered in 2028, OpenAI says.
Sam Altman is an early investor in the company, and OpenAI once considered buying it, TechCrunch reports.
Read more: OpenAI’s announcement, writeups on Reuters, CNBC and TechCrunch.