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Data Center News > Blog > Global Market > OpenAI turns to Cerebras in a mega deal to scale AI inference infrastructure
Global Market

OpenAI turns to Cerebras in a mega deal to scale AI inference infrastructure

Last updated: January 18, 2026 6:36 am
Published January 18, 2026
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Analysts anticipate AI workloads to develop extra diversified and extra demanding within the coming years, driving the necessity for architectures tuned for inference efficiency and placing added strain on knowledge heart networks.

“That is prompting hyperscalers to diversify their computing programs, utilizing Nvidia GPUs for general-purpose AI workloads, in-house AI accelerators for extremely optimized duties, and programs corresponding to Cerebras for specialised low-latency workloads,” stated Neil Shah, vp for analysis at Counterpoint Analysis.

Consequently, AI platforms working at hyperscale are pushing infrastructure suppliers away from monolithic, general-purpose clusters towards extra tiered and heterogeneous infrastructure methods.

“OpenAI’s transfer towards Cerebras inference capability displays a broader shift in how AI knowledge facilities are being designed,” stated Prabhu Ram, VP of the trade analysis group at Cybermedia Analysis. “This transfer is much less about changing Nvidia and extra about diversification as inference scales.”

At this stage, infrastructure begins to resemble an AI manufacturing facility, the place city-scale energy supply, dense east–west networking, and low-latency interconnects matter greater than peak FLOPS, Ram added.

“At this magnitude, standard rack density, cooling fashions, and hierarchical networks turn into impractical,” stated Manish Rawat, semiconductor analyst at TechInsights. “Inference workloads generate steady, latency-sensitive visitors slightly than episodic coaching bursts, pushing architectures towards flatter community topologies, higher-radix switching, and tighter integration of compute, reminiscence, and interconnect.”

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TAGGED: Cerebras, deal, Inference, infrastructure, mega, OpenAI, scale, turns
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