Based on this Reuters report, OpenAI is trying to control both the hardware stack and the models.
Spending $20B+ on Cerebras chips and taking an equity stake feels like a huge shift. Good for breaking Nvidia’s grip, or bad because AI gets even more concentrated in the hands of a few giants?
Is this how OpenAI can maintain its lead and win against Anthropic and others?
"Reuters could not independently verify the report. OpenAI did not respond to a request for comment outside regular business hours, while Cerebras declined to comment."
Sounds like the typical OpenAI deal to me. Where's project Stargate? Asking for a friend ;)
2 comments
[ 3.5 ms ] story [ 14.0 ms ] threadSpending $20B+ on Cerebras chips and taking an equity stake feels like a huge shift. Good for breaking Nvidia’s grip, or bad because AI gets even more concentrated in the hands of a few giants?
Is this how OpenAI can maintain its lead and win against Anthropic and others?
Sounds like the typical OpenAI deal to me. Where's project Stargate? Asking for a friend ;)