Foundation Capital
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@FoundationCap
For 30 years, we've backed extraordinary founders from day zero.
"Service as Software" is Silicon Valley's hottest buzzword right now. Everyone's talking about SaaS becoming service providers, but no one's explaining HOW. The answer? After 6 months of research and 100s of startup conversations, we have the answer: Systems of Agents. We're looking at a $4.6T opportunity.
The Information | TITV | January 21, 2026 x.com/i/broadcasts/1…
@OpenAI and @Cerebras have signed a multi-year agreement to deploy 750 megawatts of Cerebras wafer-scale systems to serve OpenAI customers. This has been a decade in the making. Deployment begins in early 2026, and when fully rolled out, it will be the largest high-speed AI inference deployment in the world. OpenAI and Cerebras were both founded in 2015 with radically ambitious goals. OpenAI set out to build the software that would push AI toward general intelligence. Cerebras set out to rethink computing hardware from first principles. Our teams met as far back as 2017. We shared ideas, early work, and a common belief: there would come a point when model scale and hardware architecture would have to converge. That point has arrived. ChatGPT set the direction for the entire industry. It showed the world what AI could be. Now we’re in the next phase - not proving capability, but delivering it at global scale. The history of technology is clear on one thing: speed drives adoption. The PC industry didn’t operate at kilohertz. The internet didn’t change the world on dial-up. AI is no different. As models grow more capable, speed becomes the bottleneck. Slow systems limit what users can do, how often they engage, and whether AI becomes infrastructure or remains a novelty. Cerebras was built for this moment. By keeping computation and memory on a single wafer-scale processor, we eliminate the data-movement penalties that dominate GPU systems. The result is up to 15× faster inference, without sacrificing model size or accuracy. That speed changes product design, user behavior, and ultimately productivity. For consumers, it means AI that feels instantaneous. For the economy, it means agents that can finally drive serious productivity growth. For Cerebras, 2026 will be a defining year. With this collaboration with OpenAI, Cerebras’ wafer-scale technology will reach hundreds of millions - and eventually billions - of users. We’re proud to work alongside OpenAI to bring fast, frontier AI to people around the world. This is what a decade of long-term thinking looks like.
