Cerebras Systems just drew a line in the sand. The wafer-scale chip maker announced it will partner with essentially every major AI data center component supplier, with one very conspicuous exception: Nvidia.
CEO Andrew Feldman made the declaration on June 3 during the Bloomberg Tech conference in San Francisco, framing the initiative as the formation of a “non-Nvidia” alliance.
From underdog to OpenAI’s partner
The company secured a landmark multi-year deal with OpenAI in January 2026, committing to provide 750 megawatts of AI inference capacity. To put that number in perspective, a single megawatt can power roughly 750 average US homes.
Cerebras completed a successful IPO earlier in 2026, a milestone that looked far from guaranteed after the company withdrew an earlier filing in 2024. The reason for that withdrawal was telling: concerns over reliance on a single customer. The fact that Cerebras came back to public markets with a diversified client base, including a collaboration with Amazon Web Services for AI inference workloads, suggests the company has addressed that vulnerability head-on.
