Sam Altman reaffirmed OpenAI’s close partnership with Cerebras on social media, calming speculation triggered by reports that the GPT-6.1 Sol model would initially deploy on Nvidia GPUs rather than Cerebras hardware. On January 14, 2026, the two companies signed a multi-year agreement for the purchase of up to 750 megawatts of AI inference capacity, with an initial value exceeding 10 billion dollars, potentially reaching over 20 billion dollars with extensions. The capacity rollout is planned through 2028. Altman has been a Cerebras shareholder since February 2017 with approximately 89,373 shares, an investment that appreciated significantly after the company’s IPO in May 2026. The October stock selloff highlighted Cerebras’ vulnerability to customer concentration risk.
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