Observed Signal · Sep 28, 2026 · Market Signal · Source: Cerebras Systems · Impact: 2/5
Cerebras to supply AI systems to cloud computing startup Gimlet Labs
Cerebras announced a new partnership with Gimlet Labs to deliver ultrafast AI inference through Gimlet Cloud, as featured in a press release and news coverage.
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Gimlet Labs raises $80M for multi-silicon inference cloud
Gimlet Labs, founded by Stanford adjunct professor and founder Zain Asgar with cofounders Michelle Nguyen, Omid Azizi and Natalie Serrino, raised an $80 million Series A led by Menlo Ventures to commercialize what it calls a "multi-silicon inference cloud." The software orchestrates AI workloads across diverse hardware (CPUs, AI GPUs, high-memory systems), claims 3x–10x inference speedups for the same cost and power, and can slice models to run across different architectures. Gimlet has partnerships with chip makers NVIDIA, AMD, Intel, ARM, Cerebras and d‑Matrix, offers its product as software or via an API/Gimlet Cloud, and targets large model labs and data centers. The company reported eight-figure revenues at launch, has roughly 30 employees, and has now raised $92 million in total including prior seed and angel investments.
OpenAI Teams Up with Cerebras for AI Innovation
OpenAI announced a partnership with Cerebras to add 750 MW of ultra low-latency AI compute to OpenAI’s platform. Cerebras’ systems use a single large chip combining compute, memory and bandwidth to accelerate inference. OpenAI said the capacity will be integrated into its inference stack in phases across workloads and will come online in multiple tranches through 2028. OpenAI’s Sachin Katti and Cerebras co-founder and CEO Andrew Feldman are quoted describing the deal’s aim to enable faster, more natural real-time AI interactions and scale real-time inference to more users. The announcement was published by OpenAI on January 14, 2026.
Lovable and Cerebras Announce Inference Partnership
Lovable and Cerebras Systems announced a partnership to run Lovable’s latency-sensitive inference workloads on Cerebras’ high-performance inference infrastructure. Lovable — which says more than 50 million projects have been built on its platform since its November 2024 launch — will use dedicated Cerebras capacity to reduce response times and enable more interactive, multi-step software creation workflows. Cerebras’ Wafer-Scale Engine is highlighted as keeping an entire model’s weights on a single wafer to deliver greater memory bandwidth and faster token generation than GPU-based systems. Both companies said they will jointly explore new product experiences enabled by faster inference; technical results and availability details will be shared later.
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