Cerebras Excludes Nvidia from AI Data Center Partnerships on June 3

According to Bloomberg, on June 3, Cerebras Systems said it plans to work with most suppliers of AI data center components while excluding Nvidia. The company will use third-party parts for some workloads while relying on its own chips for others. Cerebras sells CS-3 systems built on its wafer-scale WSE-3 processor, which it said can deliver inference up to 15x faster than leading GPU-based systems. The chipmaker earlier announced multi-year agreements with Amazon Web Services and OpenAI to deploy its systems in their data centers, with OpenAI committed to 750 megawatts of Cerebras capacity beginning in 2026. Cerebras began trading on Nasdaq on May 14, 2026.
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