OpenAI reportedly selling Cerebras-powered Ultrafast inference at ~$200M per megawatt
downingARK · x · 2026-10-05
SemiAnalysis numbers imply OpenAI is monetizing Cerebras-powered "Ultrafast" inference at roughly $200M per megawatt per year, with people re-running the math hoping it's a typo. The core argument: near term, revenue per megawatt wins since power is the scarcest AI input; long term, gross margin per megawatt wins as prices compress — and Cerebras' 750 tokens/sec on frontier models is something GPU clouds can't match.
More from Venture
- Founder's postmortem: users want their ideas validated, not agent-generated trade picks — ivan_bezdomny · 2026-10-05
- Vibe Manufacturing Is Here: Describe a Physical Product in One Sentence, Hold It a Week Later — Roger_M_Taylor · 2026-10-05
- Personal agent unit economics: hard to survive without VC or lab backing — illscience · 2026-10-05
- Anthropic's IPO filing reveals $660M+ non-cash charitable matching expense, set to balloon into billions — pstAsiatech · 2026-10-05
- Multiple US open-weight frontier models dropping soon, says Bindu Reddy — bindureddy · 2026-10-05
- Ben Horowitz: The Idea Is Just the Lens, the Person Is the Bet — a16z · 2026-10-05