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Repair Windows errors before they cause bigger problemsFix Now →Scan for outdated or missing drivers - takes under a minuteDriver Scan →Clear out junk files and repair common Windows errorsFree Scan →Cerebras shares fell roughly 20% over the reported week amid investor concern that OpenAI may be using Nvidia GPUs to serve a specific model, GPT-6.1 Sol Ultrafast. That claim was attributed to a SemiAnalysis post, not confirmed by OpenAI or Cerebras in the company materials cited here. A separate event landed at the same time: Cerebras’ post-IPO lockup expired on September 30, making shares eligible for resale. Neither the reporting nor the lockup notices establish that insiders sold shares or that OpenAI changed its broader Cerebras agreement.
What triggered concern about Cerebras stock?
Investing.com reported that Cerebras fell 6.3% in morning trading after SemiAnalysis posted that OpenAI’s GPT-6.1 Sol Ultrafast was being served on Nvidia GPUs, potentially Blackwell-class hardware. Investing.com described the arrangement as needing clarification. The claim is therefore secondhand reporting about one model tier, not a company-confirmed announcement that OpenAI had ended or reduced its wider relationship with Cerebras. Investing.com’s report
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That distinction matters because a model’s serving hardware is narrower than a multi-year infrastructure agreement. Cerebras said its OpenAI agreement was valued at more than $20 billion and covered 750 megawatts of inference capacity over several years. Those are company-reported contract terms; they do not establish that all capacity had already been deployed, nor do they show whether a particular model was assigned to Cerebras or Nvidia. Cerebras’ June 23, 2026 results release
In that release, CEO Andrew Feldman said: “AI has moved from being a novelty to being useful and productive.” The company’s broader growth thesis depends on that demand translating into infrastructure use, but the reported GPT-6.1 Sol allocation alone does not establish how much of the contract will be used.
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Why the Nvidia report does not prove OpenAI abandoned Cerebras
OpenAI can use more than one supplier, and different workloads may run on different systems. Axios reported that OpenAI used Nvidia for training, had recently begun using Cerebras for inference, and was also testing a homegrown chip. That wider picture supports a multi-supplier interpretation, but it does not verify the specific report about GPT-6.1 Sol. Axios’ account of OpenAI’s chip arrangements
Cerebras’ 2026 first-quarter Form 10-Q said Customer A accounted for 63% of revenue and Customer B for 11%. Those labels are the filing’s own; the cited table does not identify either customer as OpenAI, so the percentages should not be assigned to OpenAI based on that table alone. They do show that revenue was concentrated among a small number of customers in that quarter—a financial risk distinct from whether one model used Nvidia hardware. Cerebras’ Form 10-Q
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What the September 30 lockup expiry means
A post-IPO lockup restricts certain shareholders from reselling shares for a specified period. 24/7 Wall St. reported that Cerebras’ September 30, 2026 lockup expiry made about 19.4 million shares eligible for sale. Eligibility increases the potential supply of shares on the market; it is not evidence that all, or any, of those shares were sold. 24/7 Wall St.’s lockup coverage
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The same report said officers filed Form 144 notices covering about $84.3 million in intended sales. A Form 144 notice indicates a proposed sale, not a completed transaction. It should not be treated as proof of insider selling; completed transactions would require separate evidence, such as a Form 4 filing. The lockup expiry was a concurrent potential supply factor, not proof it caused the share-price decline.
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How to read the reported 20% weekly drop
The roughly 20% figure describes the reported decline over the week, rather than a precise closing-to-closing calculation established by a cited price series. The available reporting identifies several overlapping concerns: uncertainty about which hardware OpenAI may use for one model, newly eligible shares after the lockup, and Cerebras’ customer concentration. These can affect investor sentiment at once, but the evidence does not isolate how much each factor contributed to the move.
- Model and supplier allocation: the GPT-6.1 Sol claim was attributed to SemiAnalysis through Investing.com and was not confirmed by the companies in the cited materials.
- Potential share supply: the lockup made shares eligible for resale, while Form 144 notices described intended sales; neither establishes completed selling.
- Customer concentration: the quarterly filing showed substantial revenue shares attributed to two anonymized customers, but does not identify them in the cited table.
None of these facts, on its own, establishes that Cerebras lost its OpenAI contract or that the entire multi-year relationship changed. The disclosed agreement’s value and capacity describe a broader commitment than the reported allocation of one model tier, while actual deployment and the identity of the filing’s largest customers remain separate questions.
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