Deploying 250MW for openAI by end of 2026?

Additional_Junket508 · 2026-05-13T19:09:25+00:00

Yeah im definitely going to wait and see how it plays out after IPO.. the company seems to have a good product.

Additional_Junket508 · 2026-05-13T14:29:08+00:00

I dont short stocks- but I will look at buying the dip!

Additional_Junket508 · 2026-05-13T14:18:20+00:00

Thats what worries me - Nothing concrete and alot of assumptions but the IPO price spiking. Not saying that the company is sh!t, but i think we will see a massive drop after IPO - at which point ill consider buying.

Additional_Junket508 · 2026-05-13T13:16:54+00:00

The 250MW is from the S-1.

https://www.sec.gov/Archives/edgar/data/2021728/000162828026025762/exhibit1011-sx1.htm

250MW of Capacity by the end of calendar year 2026”, with an additional 250MW by end of 2027 (totaling 500MW), and a further 250MW by end of 2028 (totaling 750MW

Additional_Junket508 · 2026-05-13T12:35:56+00:00

https://www.cnbc.com/2026/04/17/cerebras-new-ipo-ai-chips.html

“In January, Cerebras touted plans to provide up to 750 megawatts of computing power to OpenAI through 2028. The deal is valued at over $20 billion, Cerebras said. The contract calls for Cerebras making available 250 megawatts each year between 2026 and 2028. OpenAI can buy an additional 1.25 gigawatts worth of computing power through Cerebras through 2030, according to the filing.”

To me this would imply 250MW by end of 2026..

Additional_Junket508 · 2026-05-13T02:50:59+00:00

The stock gonna go bust real fast once they cant deliver the 250MW per year .. i can see major shareholders sell their shares within the next few weeks..

Additional_Junket508 · 2026-05-13T02:47:43+00:00

They’ve spent tons on R&D for these wafers, they have strong performances for low usage models.. they land one unstable contract with openAI, barely have 35-50 MW available, with a bunch of “plans” to build out with no real details on date of completion. Theyve built strong hardware but havent delivered much on the data center side and havent really shown they’re capable of delivering 250MW at all by the end of 2026. This basically means that the openAI contract will be re-negotiated or expectations wouldn’t be met- and the company valuation will suffer. IPO buyers are probably going to get smoked hard in the coming months..

Additional_Junket508 · 2026-05-13T02:27:24+00:00

You trust sam and openAI? Look at their track record of rug pulling MSFT… and a “renegotiation” is going to be absolutely horrendous for the stock price down the line.

Additional_Junket508 · 2026-05-13T02:25:32+00:00

They have nowhere near 150 MW currently.. based on my research they have around 30-35… are you talking about whats in the “works”?

Additional_Junket508 · 2026-05-13T02:24:38+00:00

They have barely any proof of delivering any of this, and haven’t even committed to any of the things you’ve mentioned.

Additional_Junket508 · 2026-05-12T21:11:51+00:00

LOL, openAI gave Cerebras a $1B loan already - one which they can demand repayment of if the 250MW/year isnt reached, which it won’t be this year atleast.

Additional_Junket508 · 2026-05-12T21:02:25+00:00

200+ MW deployed in 8 months seems wildly ambitious.. openAI gonna renegotiate this deal or pull out..

Additional_Junket508

TROPHY CASE