Cerebras (CBRS) CEO Reveals Major Amazon and OpenAI Partnerships — While Excluding Nvidia

Key Takeaways

• At the Bloomberg Tech conference, Cerebras CEO Andrew Feldman announced the company is collaborating throughout the AI infrastructure landscape — deliberately excluding Nvidia from its partnership strategy.
• Amazon Web Services (AMZN) will deploy Cerebras technology in its data centers, integrating it with AWS’s proprietary chip offerings.
• OpenAI has finalized a dedicated supply contract with Cerebras for its computing needs.
• According to Feldman, both major agreements materialized during an impressive “90-day run” prior to Cerebras going public.
• The company’s approach involves integrating its chips with third-party hardware to address various segments of the AI computing infrastructure.

During his appearance Wednesday at the Bloomberg Tech conference in San Francisco, Cerebras Systems’ (CBRS) CEO Andrew Feldman created significant buzz by revealing his company’s strategy of forging partnerships throughout the AI infrastructure sector — while deliberately avoiding any collaboration with Nvidia (NVDA).

Cerebras Systems Inc., CBRS

These remarks generated considerable interest given Nvidia’s commanding position in the AI chip market. Cerebras seems to be establishing its niche by collaborating with virtually every other entity in the data center supply ecosystem.

While Cerebras hasn’t disclosed precise information about how its stock has responded to these partnership revelations, these strategic agreements have positioned the company prominently within the rapidly expanding AI infrastructure development sector.

The most significant partnership involves Amazon (AMZN). Through this arrangement, Cerebras’ processors will operate within Amazon Web Services facilities, working in tandem with AWS’s proprietary chip technology. This represents a meaningful endorsement — AWS rarely grants external chip manufacturers access to its data centers without compelling business reasons.

The OpenAI Connection

The second major deal centers on OpenAI. Cerebras has secured a guaranteed supply arrangement with the organization behind ChatGPT, reinforcing its standing as a viable alternative to Nvidia’s dominance.

Feldman characterized both the Amazon and OpenAI partnerships as emerging during what he termed a “pretty good 90-day run” preceding the company’s initial public offering. This timeline indicates both agreements were finalized rapidly before Cerebras entered the public markets — providing strong momentum for its market debut.

The company’s methodology involves combining its proprietary chips with hardware from various suppliers, tailored to the specific requirements of different AI processing tasks. This flexible, modular approach appears to be resonating with leading cloud infrastructure and artificial intelligence organizations.

Nvidia’s Notable Absence From the Partnership Portfolio

Nvidia’s exclusion from Feldman’s partnership roster was conspicuous. The CEO’s stance was unequivocal: Cerebras is actively collaborating across the AI hardware landscape, but Nvidia remains outside that framework, at least currently.

This establishes Cerebras as an alternative-ecosystem player in the AI infrastructure arena. Rather than engaging in direct competition, the company is constructing a network of strategic alliances that intentionally bypasses Nvidia’s product lineup.

Whether this approach proves sustainable as operations scale remains an open question. However, the partnerships with Amazon and OpenAI provide Cerebras with substantial commercial validation as demand for AI computing capacity accelerates.

Feldman’s remarks at Wednesday’s Bloomberg Tech conference constitute the most explicit public indication to date of Cerebras’ strategic boundaries — and where the company identifies its most promising growth opportunities.

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