--- title: "AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/278633778.md" description: "Cerebras Systems, an AI chipmaker, has been named by Oracle as a significant cloud-computing partner, alongside Nvidia and AMD. This partnership could enhance Cerebras' prospects as it aims for an IPO, having previously filed and withdrawn paperwork. The company, which relies heavily on a single customer, G42, for revenue, is bolstering its client base with Oracle's involvement. Cerebras has also secured a $10 billion commitment from OpenAI, indicating growing demand for its technology in the competitive AI market." datetime: "2026-03-11T00:48:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278633778.md) - [en](https://longbridge.com/en/news/278633778.md) - [zh-HK](https://longbridge.com/zh-HK/news/278633778.md) --- > 支持的语言: [English](https://longbridge.com/en/news/278633778.md) | [繁體中文](https://longbridge.com/zh-HK/news/278633778.md) # AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD Cerebras Systems CEO Andrew Feldman attends The Grove by Village Global at Carneros Resort and Spa in Napa, Calif., on Dec. 12, 2025. Stefanie Keenan | Village Global | Getty Images As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle. On a conference call with analysts on Tuesday following Oracle's quarterly earnings, Clay Magouyrk, one of the software vendor's two CEOs, indicated that his company's infrastructure includes Cerebras chips, alongside graphics processing units (GPUs) from market leader Nvidia and rival Advanced Micro Devices. "We build infrastructure which is flexible, fungible, and can support the smallest workloads up to the largest," Magouyrk said. "We continually offer the latest in accelerators, from the most recent Nvidia and AMD options to emerging designs from companies like Cerebras and Positron," another AI hardware startup. Cerebras offers cloud services that employ its large-scale WSE-3 chips. The company filed paperwork for an IPO in 2024 but withdrew the filing last October. Days later, it announced a $1.1 billion funding round at a valuation of $8.1 billion, and CEO Andrew Feldman said Cerebras still intends to go public. For prospective investors, one of the most glaring concerns from Cerebras' original prospectus was its reliance on a single customer based in the Middle East. G42, backed by Microsoft, is headquartered in Abu Dhabi, United Arab Emirates, and in the first half of 2024, it accounted for 87% of Cerebras' revenue. Bolstering its client roster with a name like Oracle could be a big boon for Cerebras, and it would follow another significant announcement earlier this year. In January, Cerebras said it had received a $10 billion commitment from OpenAI, which relies on Oracle, and other companies, for cloud services. The next month, OpenAI said it was collaborating with Cerebras on a research preview of Codex-Spark, a fast-acting AI model geared toward software development, for ChatGPT Pro customers. Oracle didn't immediately respond to a request for comment, and its price list does not mention a Cerebras option. Cerebras didn't immediately provide a comment. Oracle's earnings call came after the company reported better-than-expected results, lifted its fiscal 2027 guidance and said remaining performance obligations more than quadrupled to $553 billion from a year earlier. "Altogether, we are confident that the investments we make now in data centers, compute capacity and customer relationships will only grow more valuable over time," Magouyrk said, after naming Cerebras and other chipmakers. While Cerebras is trying to compete as an upstart against the world's most valuable company, it's playing in a market with seemingly insatiable demand for computing power as AI model developers scale to quickly respond to the needs of users. Nvidia is using its mammoth cash pile to expand into new product areas. In December, the company bought key assets from AI chip startup Groq for about $20 billion. Nvidia plans to announce a new architecture drawing on Groq at its GTC developer conference in California next week, The Wall Street Journal reported. Magouyrk said on the call that GTC will feature some "key announcements." He also said that speed in responding to incoming requests requires innovative technology in addition to strategically located data centers. "It's the type of hardware that's being deployed, and that's why you're seeing so much innovation going on around these AI accelerators," he said. "If you look at what Groq does, or Cerebras or Positron, all of these different types of customers are saying, well, not only how do we reduce the cost of inferencing, but also, how can we significantly reduce the latency of it?" **WATCH:** OpenAI unveils first AI model running on Cerebras chips Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news. ### 相关股票 - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-CN/quote/NVDY.US.md) - [Direxion Daily AMD Bear 1X Shares (AMDD.US)](https://longbridge.com/zh-CN/quote/AMDD.US.md) - [Invesco AI and Next Gen Software ETF (IGPT.US)](https://longbridge.com/zh-CN/quote/IGPT.US.md) - [Defiance Daily Target 2X Long ORCL ETF (ORCX.US)](https://longbridge.com/zh-CN/quote/ORCX.US.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-CN/quote/NVDD.US.md) - [Oracle (ORCL.US)](https://longbridge.com/zh-CN/quote/ORCL.US.md) - [Direxion Daily AMD Bull 2X Shares (AMUU.US)](https://longbridge.com/zh-CN/quote/AMUU.US.md) - [AXS 1.5X NVDA Bear Daily ETF (NVDS.US)](https://longbridge.com/zh-CN/quote/NVDS.US.md) - [GraniteShares 2x Short NVDA Daily ETF (NVD.US)](https://longbridge.com/zh-CN/quote/NVD.US.md) - [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-CN/quote/NVDQ.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-CN/quote/PSI.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/zh-CN/quote/NVDU.US.md) - [Invesco PHLX Semiconductor ETF (SOXQ.US)](https://longbridge.com/zh-CN/quote/SOXQ.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [GraniteShares 2x Long AMD Daily ETF (AMDL.US)](https://longbridge.com/zh-CN/quote/AMDL.US.md) - [AMD (AMD.US)](https://longbridge.com/zh-CN/quote/AMD.US.md) ## 相关资讯与研究 - [Top Cantor Analyst Is Bullish on Nvidia Stock (NVDA) Ahead of GTC 2026, Says 'We Are on the Cusp of Regaining Confidence'](https://longbridge.com/zh-CN/news/279100112.md) - [Better Artificial Intelligence (AI) Stock to Buy in March: Nvidia vs. Taiwan Semiconductor Manufacturing Co.](https://longbridge.com/zh-CN/news/278624430.md) - [4 burning questions hanging over Nvidia's GTC summit next week](https://longbridge.com/zh-CN/news/279014207.md) - [NVIDIA Corporation (NVDA) halts China-bound H200 output, Reuters reports](https://longbridge.com/zh-CN/news/278266145.md) - [Nvidia (NVDA) or Micron (MU)? Morgan Stanley Reinstates Its Top AI Chip Pick](https://longbridge.com/zh-CN/news/278533637.md)