Organization

Cerebras

Wafer-scale AI chipmaker whose low-latency inference capacity and OpenAI deals track the corpus's hunger for inference.

chipmakerstartup

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to December 20, 2025 (theinnermostloop.substack.com)

Cerebras builds wafer-scale engines, single dinner-plate-sized chips aimed at fast inference. It enters the corpus prepping a Q2 2026 IPO on inference demand, then supplies OpenAI with 750 MW of low-latency compute and files to list above $35 billion with warrants that scale with that customer’s spend.

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Development timeline

Newest reporting dates first. Reporting dates may differ from event dates.

2026-10-05: Jane Street reportedly pays a large premium for Cerebras capacity

2026-09-30: Sol's Ultrafast tier reportedly runs on NVIDIA hardware

2026-08-19: Memory prices rise 485% as hyperscalers lock up 2027 capacity

2026-08-13: A co-founder reportedly steers resources toward recursive self-improvement

2026-08-13: A lab moves to buy a company to squeeze more inference from existing silicon

2026-07-24: Two chipmakers pair off to split inference between racks and wafer-scale engines

2026-07-08: A model clears federal testing and ships worldwide with preview access

2026-06-24: Banned chips more than double in price on a black market

2026-05-15: Washington clears about ten Chinese firms to buy H200s

2026-05-12: A co-founder's stake is confirmed at roughly $7 billion

2026-05-03: Desktop supply is constrained by people buying them as personal AI rigs

2026-04-17: A chipmaker files to list with warrants that scale with its customer's spend

2026-02-13: Agentic capability arrives at a dollar an hour

2026-02-05: Google doubles capex to $185 billion

2026-01-15: OpenAI adds 750 MW of low-latency compute with Cerebras

2026-01-14: Specialty silicon raises against the GPU monopoly

2025-12-20: Cerebras preps a Q2 2026 IPO on inference demand

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http://www.wikidata.org/entity/Q66604886

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Citation formatCitation text

Cerebras
Innermost Loop KB — secondary record
Reporting date: unknown
KB permalink: https://nicholsn.github.io/innermost-loop-kb/organizations/cerebras
Attributed sources:
- Welcome to December 20, 2025 — https://theinnermostloop.substack.com/p/welcome-to-december-20-2025
This citation does not imply independent verification of linked-source claims.

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