金吾财讯 | 韦德布什在最新客户报告中指出，在OpenAI披露其GPT-5.6Sol“超快模式”将采用Cerebras（CBRS）芯片提供算力支持后，两家的商业合作关系迎来了显著进展。据悉，OpenAI推出的GPT-5.6Sol“超快模式”处理速度较标准模式提升了14倍，目前已面向对低延迟有极高要求的特定客户试点。早期采用者包括知名量化巨头简街资本（Jane Street）、AI引流平台Podium，以及金融科技初创公司Basis和Rogo。OpenAI表示，该超快模型已在金融研究与安全、事件快速响应、实时实验、客户支持及实时语音等高时效性场景中展现出突出优势。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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