OpenAI Just Handed Cerebras a $10 Billion Lifeline. The Timing Tells You Everything.
Cerebras pulled its IPO in 2024 when its biggest customer, a UAE conglomerate, made regulators nervous. Fourteen months later, OpenAI signed a $10 billion deal for 750 megawatts of Cerebras systems. The chipmaker just rekindled its IPO filing. Coincidence? The sequence tells a different story.
