Cerebras OpenAI deal capacity has effectively killed the waitlist for everyone else [D]

I’m pretty annoyed. We’re a small AI startup building a real-time coding agent. Our p95 latency requirements are tight (and self imposed, but thats the product). We need sustained high-throughput inference with ~1-2k tokens/second. Been on the Cerebras waitlist for months trying to get API access. We’re not doing training so don’t need a warehouse of H100s. We need fast, high-throughput ASIC inference for a specific production workload. Cerebras’ just went public and they basically have no compute how is that possible?

Well turns out OpenAI and Cerebras for OpenAI to buy like $20b worth of these chips. This has effectively pre-allocated the vast majority of Cerebras’ near-term inference capacity to a single customer. I mean, none of us can compete with that

The result is that this deal situation has made their API waitlist functionally infinite for anyone who isn’t a hyperscaler. Legit making me pull my hair out.