OpenAI strikes $10 billion chip deal with Cerebras

Watch on YouTube ↗  |  January 14, 2026 at 21:39  |  0:54  |  CNBC
Speakers
Kate Rooney — Technology Reporter

Summary

CNBC's Kate Rooney reports that OpenAI is striking a roughly $10 billion chip deal with Cerebras, involving up to 750MW of computing power over three years. The deal adds to OpenAI's existing chip partnerships with Nvidia, Broadcom, and AMD and helps it reduce reliance on Nvidia. The report highlights the ongoing race for AI compute and infrastructure, as ChatGPT tops 900 million weekly users.

  • OpenAI agrees to buy up to 750MW of computing power from Cerebras over three years.
  • The deal is valued at roughly $10 billion, according to a source.
  • Cerebras designs specialized AI chips.
  • OpenAI already partners with Nvidia and is working with Broadcom and AMD.
  • The deal may reduce OpenAI's reliance on Nvidia over time.
  • The news underscores the race for AI compute and infrastructure.
  • ChatGPT has more than 900 million weekly users.
Ideas
Kate Rooney Technology Reporter 0:13
OpenAI deal boosts Cerebras AI chip demand
OpenAI is striking a roughly $10 billion chip deal with Cerebras and agreeing to buy up to 750MW of computing power over the next three years. Cerebras designs specialized AI chips, so the deal is a significant contract win and validates its AI chip platform.
CBRS MED
Kate Rooney Technology Reporter 0:44
OpenAI diversifies away from Nvidia
The Cerebras deal adds to OpenAI's existing partnerships with Nvidia, Broadcom, and AMD, but it helps OpenAI eventually reduce reliance on Nvidia and diversify its chip mix. That creates a long-term competitive risk for Nvidia.
NVDA MED
Kate Rooney Technology Reporter 0:47
All-out AI compute race continues
The Cerebras/OpenAI deal highlights an all-out race for compute and infrastructure, with OpenAI adding capacity and diversifying chip suppliers. That points to continued strong demand for AI compute infrastructure.
AI compute infrastructure MED
Up Next
3:22
Markets more about getting rotations right this year, says Macro Risk Advisors' John Kolovos
CNBC · Jan 14
4:45
Huge demand for large stage tech companies, says Harbinger Sports' Rashaun WIlliams
CNBC · Jan 14
4:22
Big banks had strong earnings but high expectations hence reaction, says KBW's Chris McGratty
CNBC · Jan 14
48:42
Trump Card Cap Adds to Bank Woes | Bloomberg Businessweek Daily 1/14/2026
Bloomberg Markets · Jan 14
1:16:10
COMO PENSA O INVESTIDOR DE R$ 1,3 TRILHÃO SOB GESTÃO? | Second Level #28
Market Makers · Jan 14

This CNBC video, published January 14, 2026, features Kate Rooney discussing CBRS, NVDA, AI compute infrastructure. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kate Rooney  · Tickers: CBRS, NVDA, AI compute infrastructure