OpenAI has secured a landmark agreement with chipmaker Cerebras to purchase up to 750 megawatts of computing power over three years, potentially worth over $10 billion. This strategic move aims to enhance the performance of ChatGPT and meet surging AI demand. The collaboration follows discussions that began last August when Cerebras demonstrated superior efficiency of its chips for running OpenAI’s open-source models compared to traditional GPUs. As part of the agreement, Cerebras will build or lease data centers filled with its advanced chips, offering cloud services for AI inference and reasoning processes necessary for generating rapid responses. This partnership not only strengthens OpenAI’s computational capabilities but also aids Cerebras’ ambitions for an IPO, diversifying its revenue streams away from investor G42. With significant investments aimed at developing substantial computing power, both companies are positioning themselves in a booming AI market, amidst concerns of a potential industry bubble.
Source link
