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OpenAI Partners with Cerebras on GPT-5.3-Codex-Spark in $10 Billion Compute Initiative to Reduce NVIDIA Reliance
To gain a stronger foothold in the computing power race, OpenAI is accelerating its strategy to reduce reliance on NVIDIA. On February 12, 2026, OpenAI officially released its first AI model powered by Cerebras Systems chips — GPT-5.3-Codex-Spark.
A Lightning Leap in the Coding Experience
Designed specifically for software engineers, GPT-5.3-Codex-Spark introduces a more flexible way of working:
Instant Interruption and Switching: Developers can halt long-running computations at any point without delay, then instruct the model to handle other urgent coding tasks immediately.
End-to-End Support: The model helps engineers quickly complete common tasks like editing specific code blocks and running automated tests.
A $10 Billion Bet on Alternative Compute
This launch marks the first major milestone since OpenAI and Cerebras formed a deep partnership.
High-Stakes Deal: The companies signed a multi-year agreement valued at over $10 billion, targeting ultra-large-scale computing deployments of 750 megawatts.
Long-Term Roadmap: Production capacity will be rolled out in phases, with full hardware deployment expected by 2028.
Industry Insight:
As AI competition intensifies, dependence on a single chip supplier has become a bottleneck for leading companies. By partnering with Cerebras and running core models on its hardware, OpenAI has not only achieved technical breakthroughs but also gained strategic leverage to reduce its dependence on NVIDIA.
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To gain a stronger foothold in the computing power race,
A Lightning Leap in the Coding Experience
Designed specifically for software engineers,
Instant Interruption and Switching: Developers can halt long-running computations at any point without delay, then instruct the model to handle other urgent coding tasks immediately.
End-to-End Support: The model helps engineers quickly complete common tasks like editing specific code blocks and running automated tests.
A $10 Billion Bet on Alternative Compute
This launch marks the first major milestone since
High-Stakes Deal: The companies signed a multi-year agreement valued at over $10 billion, targeting ultra-large-scale computing deployments of 750 megawatts.
Long-Term Roadmap: Production capacity will be rolled out in phases, with full hardware deployment expected by 2028.
Industry Insight:
As AI competition intensifies, dependence on a single chip supplier has become a bottleneck for leading companies. By partnering with
DeepMind CEO Hassabis: I sleep six hours a day, usually feel energetic around 1 a.m.
Fortune recently featured an interview with Demis Hassabis, CEO of Google DeepMind, revealing his unconventional approach to rest and productivity. Hassabis disclosed that he sleeps very little, structuring his waking hours into two distinct work blo
OpenAI, Anthropic Vie for Market Share Despite Revenue Shortfalls
Despite recent reports suggesting OpenAI missed revenue targets, creating pressure on tech stocks this Tuesday, private AI lab investors remain resilient. Seasoned backers have confirmed they will not reduce investment despite negative media coverage
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