Cerebras Stock Fluctuates Amid OpenAI Hardware Speculation
Cerebras Systems Inc. (CBRS) shares have seen heightened volatility following speculation surrounding the hardware supplier for OpenAI's latest artificial intelligence model. Reports indicated that OpenAI switched to Nvidia GPUs for its GPT-6.1 Sol Ultrafast tier, replacing the Cerebras chips previously used for GPT-5.6 Sol. The news initially pushed the company's stock below its $185 initial public offering price to $166.43.
The hardware shift remains unconfirmed, as neither firm officially specified which processors power the new artificial intelligence tier. Stock sentiment partially recovered after OpenAI Chief Executive Officer Sam Altman publicly referred to Cerebras as a close partner focused on speed frontiers. The comments triggered a 9% stock rebound on October 5, supported by analyst views that the commercial relationship remains intact.
Investors continue to monitor official disclosures regarding chip deployment and long-term customer commitments. CBRS stock traded down 6.92% to $152.80 as market participants evaluate Cerebras' position in the competitive AI hardware industry.
Key points
- Unconfirmed reports indicated OpenAI shifted its GPT-6.1 Sol Ultrafast tier to Nvidia chips, pressuring Cerebras stock below its $185 IPO price.
- Cerebras previously powered OpenAI's GPT-5.6 Sol Ultrafast tier at speeds reaching up to 750 tokens per second starting in August.
- OpenAI CEO Sam Altman called Cerebras a close partner working on speed frontiers, driving a 9% share price rebound on October 5.
- Neither company has officially confirmed which processors support the newest GPT-6.1 Ultrafast tier.
- Cerebras shares fell 6.92% to $152.80 in recent trading.
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Why did Cerebras stock fall?
Reports suggested OpenAI selected Nvidia GPUs over Cerebras hardware to power its GPT-6.1 Sol Ultrafast tier, driving shares below the $185 IPO price.
How did OpenAI respond to the Cerebras hardware reports?
OpenAI CEO Sam Altman clarified on social media that Cerebras remains a close partner focused on advancing chip speeds, helping prompt a 9% stock rally.
Did OpenAI or Cerebras confirm which chips power GPT-6.1 Sol Ultrafast?
Neither OpenAI nor Cerebras officially confirmed which company's hardware runs the GPT-6.1 Sol Ultrafast tier.