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108 Why OpenAI’s Cerebras Chip Deal Matters; What Anthropic Wants to Know About Chinese Rivals

The Information
Rocket Drew @ The Information 2 place · today 10:00 EDT

Why OpenAI’s Cerebras Chip Deal Matters; What Anthropic Wants to Know About Chinese Rivals

OpenAI executives have repeatedly signaled, both publicly and privately, that the only factor limiting the company’s revenue growth is access to computational resources. Chief Financial Officer Sarah Friar wrote an entire blog post on this topic earlier this year, and OpenAI executives highlighted the message again in a presentation to investors last week.In the meeting, execs emphasized how the company has struck a variety of deals in recent months with cloud and chip providers including Microsoft, Nvidia,

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