Nvidia GPUs Power OpenAI's Ultrafast AI Tier Over Competitor Cerebras Hardware

Nvidia shares gained after reports revealed OpenAI selected Nvidia GPUs instead of Cerebras Systems hardware to power its new GPT-6.1 Sol Ultrafast tier. The deployment runs at low batch sizes to achieve token generation speeds up to eight times faster, reaching roughly 300 tokens per second. The decision dealt a major competitive blow to Cerebras, which had previously signed a multi-year deal exceeding $10 billion with OpenAI. Cerebras shares tumbled nearly 20% across the week to a post-IPO low of $166.43, further pressured by a lockup expiration.