金吾财讯 | Cerebras Systems（CBRS）盘中股价大涨13.10%，暂报248.19美元，成交额12.85亿美元。消息面上，知名投行Wedbush发布研报称，在OpenAI披露其GPT-5.6 Sol的Ultrafast模式将由Cerebras提供算力支持后，该机构认为双方现有合作关系正取得“积极进展”。该机构指，今年4月，双方已签署了一项价值200亿美元的三年期协议，由Cerebras向OpenAI提供搭载其自有芯片的服务器，OpenAI同时注资约10亿美元用于数据中心建设。Wedbush分析师麦特·布莱森补充指出，虽然OpenAI已承诺在2028年前采用Cerebras750兆瓦（MW）的算力容量，但协议条款赋予了OpenAI在2030年前延长既有合同或追加采购算力容量的权力。
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