OpenAI buy compute capacity from Cerebras under a large scale agreement reported on January 14. The deal focuses on securing long term computing resources for AI operations. It reflects growing demand for specialized infrastructure used to run advanced models.
Deal structure and reported value
OpenAI agreed to purchase large amounts of computing capacity from Cerebras Systems. The Wall Street Journal reported the deal value at around 10 billion dollars. The agreement runs through 2028. Capacity will be delivered in stages rather than all at once. Reuters reported the arrangement based on sources familiar with the matter. OpenAI confirmed the relationship but did not release financial details. The company also did not provide a full schedule for capacity deployment.
Scale of computing resources
The agreement includes access to as much as 750 megawatts of computing power. This level of capacity places the deal among the largest AI compute agreements reported to date. Cerebras designs specialized systems optimized for AI workloads. Its hardware targets training and inference for large language models. The capacity will support OpenAI services such as ChatGPT and other model based products. The infrastructure is designed to handle sustained and high intensity workloads.
Phased deployment through 2028
The computing capacity will come online in multiple phases. This structure allows OpenAI to scale resources alongside usage growth. It also allows integration planning across data centers and software systems. Cerebras will deliver compute increments over the duration of the agreement. The phased approach aligns with expanding demand for AI services and model development cycles.
Industry context and infrastructure demand
The deal highlights rising competition for AI computing resources. Major AI developers are securing long term access to hardware to avoid shortages. Training and running advanced models requires vast energy and processing capacity. Companies increasingly rely on specialized providers rather than general purpose hardware alone. Agreements of this size show how infrastructure has become a central factor in AI strategy.
Role of Cerebras
Cerebras focuses on large scale AI focused processors and systems. Its technology differs from traditional GPU based setups. The company positions its hardware for high performance AI workloads at scale. The OpenAI agreement expands Cerebras’ commercial footprint.
OpenAI buy compute capacity from Cerebras in a deal that secures long term processing resources. The agreement underscores the scale of infrastructure required to support modern AI systems and sustained global usage growth.
