2026 年 1 月 15 日 05:54（UTC+8；原文：05:54 GMT+8），Bloomberg 报导 OpenAI 与 Cerebras Systems Inc. 签署多年期运算供应协议。协议规模被知情人士估计为超过 100 亿美元，目标提供 750 兆瓦（原文：750 MW；换算：0.75 GW）的 AI 运算电力，由 Cerebras 分阶段建置并托管，规划延续至 2028 年，以缩短模型推论与回应时间。

同类型扩建同时发生于更大电力级距：Nvidia Corp. 于 2025 年 9 月表示将对 OpenAI 投资最多 1,000 亿美元，打造至少 10 吉瓦（10 GW）容量的新资料中心；Advanced Micro Devices Inc. 于 2025 年 10 月称将在多年内为 OpenAI 部署 6 吉瓦（6 GW）的 GPU。以容量对比，0.75 GW 约为 10 GW 的 7.5%，亦约为 6 GW 的 12.5%；OpenAI 亦与 Broadcom Inc. 推进自研晶片相关合作。

Cerebras 以超大单晶片架构挑战 Nvidia，并以资料中心营运取得经常性收入；双方称自 2017 年起探索合作。其近期支援 OpenAI 的 GPT-OSS-120B 时，宣称推论速度较「传统硬体」快 15 倍；CEO Andrew Feldman 将推论阶段视为关键。另据报 Cerebras 正洽谈约 10 亿美元募资，投前估值 220 亿美元，并为可能的 IPO 做准备；The Wall Street Journal 先前亦报导该笔约 100 亿美元交易。

On January 15, 2026 at 05:54 (UTC+8; original: 05:54 GMT+8), Bloomberg reported that OpenAI signed a multiyear computing supply deal with Cerebras Systems Inc. People familiar with the matter estimated the deal size at more than $10 billion. The plan is to provide 750 megawatts (original: 750 MW; converted: 0.75 GW) of AI computing power, built in stages through 2028 and hosted by Cerebras, to reduce model inference and response latency.

Comparable build-outs are occurring at larger power scales: Nvidia Corp. said in September 2025 it would invest up to $100 billion with OpenAI to build new data centers with at least 10 gigawatts (10 GW) of capacity; Advanced Micro Devices Inc. said in October 2025 it would deploy 6 gigawatts (6 GW) of GPUs for OpenAI over multiple years. By capacity, 0.75 GW is about 7.5% of 10 GW and about 12.5% of 6 GW. OpenAI is also advancing chip-related work with Broadcom Inc.

Cerebras uses a large-chip architecture to challenge Nvidia and runs data centers for recurring revenue, and the companies said they have explored collaboration since 2017. In recent work supporting OpenAI’s GPT-OSS-120B, they said it ran 15 times faster than “conventional hardware,” and CEO Andrew Feldman emphasized inference as the critical stage. Separately, Cerebras is reported to be discussing roughly $1 billion in funding at a $22 billion pre-money valuation, ahead of a potential IPO. The Wall Street Journal previously reported the roughly $10 billion OpenAI–Cerebras deal.