Report: Jane Street Books Cerebras Capacity; OpenAI Ultrafast Inference Worth $200M/MW-Year

After sama confirmed a deep OpenAI–Cerebras partnership, reports claim Jane Street booked Cerebras capacity at $200M per MW against $26M in cost, and SemiAnalysis estimates OpenAI's Cerebras-based 'Ultrafast' inference at roughly $200M per MW-year in revenue.

2026-10-05 ~ 2026-10-05 · 2 related posts

• OpenAI reportedly selling Cerebras-powered Ultrafast inference at ~$200M per megawatt — downingARK · 2026-10-05
• Report: Jane Street pays Cerebras $200M per megawatt — 7x cost — squeezing OpenAI's supply — AccBalanced · 2026-10-05