金吾财讯 | AI 芯片厂商 Cerebras Systems(CBRS)在彭博旧金山科技大会释放合作规划，企业将联动全产业链数据中心零部件厂商复制亚马逊合作模式，布局多元化落地渠道。公司 CEO 费尔德曼明确，合作圈覆盖产业链绝大多数厂商，唯独排除英伟达。
费尔德曼解释，合作模式采用资源分工形式，由合作方承接部分配套研发，Cerebras 聚焦自研芯片核心环节。现阶段公司已落地两项重磅订单，其一携手亚马逊，自研产品与 AWS 自研芯片同步部署至云端数据中心；其二敲定 OpenAI 芯片供货合约。
CEO 评价，接连落地头部客户订单，构成企业 IPO 前夕近 90 天的关键利好。在全球算力基建开支快速扩张、芯片赛道竞争白热化背景下，Cerebras 依托差异化合作策略开辟存量市场，依靠云厂商与头部 AI 企业订单夯实商业化基本面。
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