- Cerebras Systems plans to supply AI chips and hardware with capacity to consume roughly 100 megawatts to startup Gimlet Labs to help run its cloud computing business, the companies said on Monday.
- Cerebras plans to supply its CS-4 systems, which it unveiled over the summer, over one to two years, its CEO, Andrew Feldman, said.
- Gimlet plans to make the CS-4 hardware available in its cloud in 2027, the company said.
- The deal between Gimlet and Cerebras is part of rising interest from AI companies in procuring hardware that is capable of speedy AI calculations known as inference, the process in which a chatbot such as Anthropic's Claude generates a response to a user question.
- Performing inference operations speedily can help in areas such as cybersecurity, voice applications, and financial analysis, Gimlet CEO Zain Asgar said in an interview with Reuters.
- Gimlet plans to target selling to companies and startups that are building their entire products around AI in some way, Asgar said.
- Gimlet plans to use the Cerebras hardware to run so-called frontier models — the cutting-edge AI models — that require enormous amounts of computing power to run speedily.
- Cerebras and Gimlet declined to disclose the financial terms of the deal.
- Gimlet will be responsible for maintaining and operating the systems once delivered by Cerebras.
- OpenAI and companies such as Nvidia have recognized the importance of the ability to perform speedy inference.
- Cerebras signed a deal to supply OpenAI with chips earlier this year.
- Nvidia signed a licensing deal with Groq for the company's chips and hardware last year.
Cerebras Systems is set to supply AI chips and hardware with a capacity of 100 megawatts to Gimlet Labs, a cloud startup, to enhance its computing capabilities. The announcement was made on Monday, highlighting the growing demand for hardware that can perform speedy AI calculations known as inference.123467891011
Gimlet CEO Zain Asgar emphasized the importance of rapid inference operations, stating they can significantly benefit areas such as cybersecurity, voice applications, and financial analysis. The company aims to target clients building products centered around AI, leveraging the Cerebras hardware to run advanced frontier models that require substantial computing power.5
Cerebras plans to deliver its CS-4 systems over the next one to two years, with availability in Gimlet's cloud projected for 2027. CEO Andrew Feldman noted that the deal serves as validation of the hardware's ease of deployment in diverse environments. Both companies have opted not to disclose the financial terms of the agreement, with Gimlet responsible for maintaining the systems post-delivery.
The collaboration reflects a broader trend, as companies like OpenAI and Nvidia increasingly recognize the critical need for efficient inference capabilities in AI development. Earlier this year, Cerebras also secured a deal to supply chips to OpenAI, further solidifying its position in the AI hardware market.12
“The deal underscores rising interest in speedy AI inference, which can aid cybersecurity, voice apps, and financial analysis, per Gimlet CEO Zain Asgar. Cerebras CEO Andrew Feldman called it validation of easy deployment in heterogeneous environments, while financial terms were undisclosed.”
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