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896 Cerebras' Plum OpenAI Deal Is a Double-Edged Sword

The Information
Cory Weinberg @ The Information · 05/12/2026 19:33 EDT

Cerebras' Plum OpenAI Deal Is a Double-Edged Sword

When some journalist writes the book on the AI boom, one critical chapter will start on Christmas Eve 2025. That was the day that Nvidia and OpenAI’s complicated frenemy relationship became incredibly lucrative for chip startups that focus on AI inference.We already know that Christmas Eve was the day the tech industry (and this newsroom) scrambled to make sense of the news that Nvidia would spend billions of dollars for chip startup Groq and its founder, an inventor of Google’s tensor processing units. Now

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