According to documents filed with the U.S. Securities and Exchange Commission (SEC), AI chip manufacturer Cerebras Systems has reached a multi-year agreement with AI research company OpenAI.

The agreement involves Cerebras Systems providing OpenAI with up to 750 megawatts of computing power capacity, with the entire deal valued at over $20 billion. This major partnership highlights the strong market demand for cutting-edge artificial intelligence computing resources. Cerebras Systems is known for its proprietary wafer-scale engine chips, designed to accelerate large-scale AI model training. Its long-term partnership with OpenAI not only brings Cerebras Systems substantial and stable revenue expectations but also marks critical recognition of its technology solutions among top-tier AI companies in the industry.The specific financial terms and delivery timeline of the agreement have not been detailed in public documents. However, the valuation of over $20 billion reflects how leading technology firms are continuously making large-scale infrastructure investments to support the development of next-generation large language models and generative AI systems. This collaboration is expected to further strengthen Cerebras Systems' market position in the highly competitive field of high-performance AI computing.