OpenAI's GPT 6.1 Ultrafast Runs on Nvidia, Not Cerebras, Sparking Stock Plunge

Yahoo Finance··US·Read original
4▲1 ▼1Impact / 5
Summary · why it matters

OpenAI's GPT 6.1 Ultrafast model is running on Nvidia chips rather than Cerebras chips, according to a SemiAnalysis post that triggered a sharp selloff in Cerebras stock. The revelation was especially damaging because Cerebras's entire pitch was that it would not build better general-purpose chips than Nvidia, a company worth around $5.7 trillion, but would build the fastest chips for high-value work. Cerebras shares fell roughly 50% over the past month and touched around 150, down from 330 at the close of its IPO day, with the drop compounded by the expiry of an early-investor lockup and stock sales by the CEO, CFO, and a COO sale of 80 million dollars worth of shares just before the news broke. The stock then rose 10% after OpenAI CEO Sam Altman tweeted that Cerebras is a close partner with deep engagement pushing the frontiers of speed. The SemiAnalysis article singled out only GPT 6.1, meaning most other fast models across OpenAI's newer and older models were still running on Cerebras chips.

Impact on assets 2

Artificial Intelligence± Mixed · 2 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

OpenAI's GPT 6.1 Ultrafast runs on Nvidia chips rather than Cerebras, a concrete product-adoption win for Nvidia.

Off-coverage companies 1

OpenAIPrivate± Mixed
relevance

OpenAI is the model developer whose GPT 6.1 chip choice is reported, but the news is framed around Cerebras and Nvidia, not OpenAI itself.

© 2026 MarketIVNews