Ai Tech
Cerebras Systems (CBRS) Stock Falls 7% After Report OpenAI Shifted to Nvidia Chips
CoinCentral·September 30, 2026·1 min read
Cerebras Systems stock fell about 7% on September 30 after a SemiAnalysis report claimed OpenAI's new GPT-6.1 Sol Ultrafast model runs on Nvidia chips, not Cerebras hardware. OpenAI is Cerebras' largest customer by revenue backlog. The Ultrafast tier reportedly runs near 300 tokens per second, down from 750 previously.
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