Скачать или смотреть OPENAI’S CHIP WAR: The $10B Cerebras Deal & The Plot to Ditch Nvidia

Is OpenAI quietly preparing to dump Nvidia? We break down the massive hardware expansion strategy revealed in new reports. While still buying thousands of H100s/B200s, OpenAI has signed a $10 billion agreement with Cerebras and is aggressively partnering with AMD and Broadcom to build custom silicon. We analyze the "Diversification Doctrine": why Sam Altman is leveraging his massive valuation to ensure the future of AGI isn't held hostage by a single supplier.

The Data Dividend: The "Hardware Agnostic" Shift & The Amazon Cloud Play
This video analyzes the supply chain maneuvering that could reshape the semiconductor landscape in 2026. We look at the specific partnerships that prove OpenAI is building a "post-Nvidia" contingency plan.

In this critical analysis, we cover:

The $10 Billion Cerebras Bet: We break down the deal. OpenAI is committing huge capital to Cerebras, a specialist firm known for its wafer-scale engines. We analyze why this "high-speed alternative" is crucial for training smaller, specialized models faster than traditional GPUs allow.

The Broadcom & AMD Pivot: We look at the custom silicon strategy. By tapping Broadcom for networking and AMD for processors, OpenAI is building an internal ecosystem. We discuss the cost savings of moving off off-the-shelf Nvidia hardware for inference tasks.

The Amazon Infrastructure Layer: We analyze the cloud support. Beyond Microsoft Azure, OpenAI is securing "massive infrastructure support" from Amazon Web Services (AWS). We look at the data showing how this reduces "vendor lock-in" risk.

The Trillion-Dollar Ambition: We connect these moves to the bigger picture. With the cost of compute acting as the main bottleneck for AGI, we discuss why OpenAI must become its own "chip master" to control its economic destiny.

⏱️ Under 10 Minutes: No Fluff. Just Data.