OpenAI's Sam Altman Calls Cerebras a Close Partner, Lifting Chipmaker's Stock

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Cerebras Systems shares rose as much as 8.1% in early trading on Monday after OpenAI CEO Sam Altman said the chipmaker is "a close partner" of OpenAI and that the two firms have "a deep engagement pushing on the frontiers of speed." Altman's comments came in response to speculation over OpenAI's partnership with Cerebras, with Altman writing that Cerebras is a close partner and that the engagement pushes on the frontiers of speed. Barclays analyst Tom O'Malley said the OpenAI relationship remains strong, noting that Nvidia is running OAI GPT-6.1 Ultrafast but that Cerebras remains the preferred provider limited by supply. O'Malley added that the recent stock selloff was overdone, as highlighted by Sam Altman's post.

Impact on assets 3

Artificial Intelligence▲ · 2 stocks
NVIDIA Corporation
NVDA
± MixedCompetitionrelevance

Barclays notes Nvidia is running OAI GPT-6.1 Ultrafast, but Cerebras remains the preferred provider limited by supply — a competitive mention, not a company-specific development.

Financials▲ · 1 stocks

Off-coverage companies 1

OpenAIPrivate± Mixed
relevance

OpenAI is the source of the partnership comments about Cerebras; no independent development affecting OpenAI itself is described.

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