OpenAI Lands $2.6B CoreWeave and Cerebras Stakes via Supply Deals
- Source
- The Information
- Time
- 1:39 PM
- Weight
- 94/100
OpenAI has reportedly secured equity stakes in cloud computing provider CoreWeave and AI chipmaker Cerebras, valued at approximately $2.6 billion. Rather than traditional cash investments, these stakes were obtained through supply-related agreements where OpenAI committed to future purchases from the two companies.
This arrangement allows the AI developer to leverage its high demand for computational resources into significant financial positions within its own supply chain. The move highlights a strategic shift in how major AI companies manage the rising costs and scarcity of specialized hardware and infrastructure.