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Market Data Tradable Compute Map

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The price of NVIDIA compute, from the price lists, the indices and the venues, and the instruments that trade it.

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Supply chain/Cerebras Systems

Cerebras Systems

Chip designer·US

Designs the accelerators, and manufactures none of them.

Buys from

1 sourced relationship.

TSMCFoundry
Supplies All wafers used in Cerebras products
Evidence from Cerebras Systems Inc.
1. We are currently dependent on TSMC to produce all of the wafers that we use in our products.
  Cerebras prospectus (Form 424B4, May 2026) · Cerebras Systems Inc. · read 2026-09-11
Supplies Foundry manufacturing of the Cerebras wafer-scale processor
Evidence from Cerebras Systems Inc.
1. We depend on one third-party foundry, Taiwan Semiconductor Manufacturing Company Limited (“ TSMC”), to manufacture our proprietary processor using its fabrication equipment and techniques.
  Cerebras Systems Inc. Form S-1/A (Amendment No. 2) · Cerebras Systems Inc. · read 2026-09-11

Sells to

1 sourced relationship.

OpenAIAI lab
Buys Cerebras high-speed AI compute, contracted
Evidence from Cerebras Systems Inc.
1. OpenAI has agreed to deploy 750 megawatts of Cerebras’s high-speed AI compute, and OpenAI and Cerebras have agreed to co-design future models for future Cerebras hardware.
  Cerebras Systems Inc. Form S-1/A (Amendment No. 2) · Cerebras Systems Inc. · read 2026-09-11
Buys High-speed AI compute, contracted
Evidence from Cerebras Systems Inc.
1. OpenAI has agreed to deploy 750 megawatts of Cerebras’s high-speed AI compute, and OpenAI and Cerebras have agreed to co-design future models for future Cerebras hardware.
  cerebras-sx1a2 (Form S-1/A) · Cerebras Systems Inc. · read 2026-09-11

Sites

2 recorded, 1 drawn on the map, in 2 places.

Cerebras HeadquartersHeadquarters · Sunnyvale

In no GPUQuant place1

Cerebras India OfficeOffices and R&D · Bengaluru