AI Compute Deals

Cerebras AI compute deals

Cerebras is party to 1 deal in the ledger, as the seller or provider. The 1 with a stated price add up to $20B in headline value. Stated capacity: 0.75 GW. Counterparties: OpenAI.

Verified 9 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger

  1. OpenAI–Cerebras 750 MW inference compute (over $10B)

    Sells to OpenAI

    ≠ "More than $20 billion" per Cerebras's IPO prospectus (May 2026); first reports (Bloomberg, Reuters, Jan 2026) said more than $10 billion. Master agreement signed Dec 2025. Tranches run three or four years each, extendable to five. OpenAI holds an option on 1.25 GW more (2 GW total) by end-2030, a warrant for up to 33.4 million Cerebras shares, and lent Cerebras about $1.0 billion.

    $20B1 0.75 GW signed