旧金山，9月28日：Cerebras Systems 计划向初创公司 Gimlet Labs 供应具备约 100 兆瓦功耗能力的 AI 芯片和硬件，以支持其云计算业务运营，两家公司周一表示。
SAN FRANCISCO, Sept 28 : Cerebras Systems plans to supply AI chips and hardware with capacity to consume roughly 100 megawatts to startup Gimlet Labs to help run its cloud computing business, the companies said on Monday.
Gimlet 与 Cerebras 之间的这笔交易，反映了 AI 公司对采购能够进行快速 AI 计算（即推理）的硬件的兴趣日益增长。推理是指像 Anthropic 的 Claude 这样的聊天机器人针对用户问题生成响应的过程。
The deal between Gimlet and Cerebras is part of rising interest from AI companies in procuring hardware that is capable of speedy AI calculations known as inference, the process in which a chatbot such as Anthropic's Claude generates a response to a user question.
Gimlet 首席执行官 Zain Asgar 在接受路透社采访时表示，快速执行推理操作有助于网络安全、语音应用和财务分析等领域。Asgar 表示，对于该硬件，Gimlet 计划面向那些在某种程度上围绕 AI 构建其整个产品的公司和初创企业进行销售。
Performing inference operations speedily can help in areas such as cybersecurity, voice applications and financial analysis, Gimlet CEO Zain Asgar said in an interview with Reuters. For this hardware, Gimlet plans to target selling to companies and startups that are building their entire products around AI in some way, Asgar said.
Gimlet 计划使用 Cerebras 的硬件来运行所谓的“前沿模型”——即需要大量算力才能快速运行的尖端 AI 模型。
Gimlet plans to use the Cerebras hardware to run so-called frontier models — the cutting-edge AI models — that require enormous amounts of computing power to run speedily.
Cerebras 首席执行官 Andrew Feldman 表示，Cerebras 计划在一年到两年的时间里供应其今年夏天发布的 CS-4 系统。该公司表示，Gimlet 计划在 2027 年在其云平台上提供 CS-4 硬件。
Cerebras plans to supply its CS-4 systems, which it unveiled over the summer, over one to two years, its CEO, Andrew Feldman, said. Gimlet plans to make the CS-4 hardware available in its cloud in 2027, the company said.
Feldman 表示，这笔交易是“Cerebras 对部署便捷性的进一步验证，即使在异构环境中也是如此”，他指的是将硬件与其他公司的芯片和系统一起安装。
The deal is "further validation from Cerebras ... of how easy it is to deploy, even in heterogeneous environments," Feldman said, referring to installing the hardware alongside chips and systems from other companies.
Cerebras 和 Gimlet 拒绝透露该交易的财务条款。在 Cerebras 交付系统后，Gimlet 将负责系统的维护和运营。
Cerebras and Gimlet declined to disclose the financial terms of the deal. Gimlet will be responsible for maintaining and operating the systems once delivered by Cerebras.
OpenAI 和 Nvidia 等公司已认识到快速推理能力的重要性。今年早些时候，Cerebras 签署了一项向 OpenAI 供应芯片的协议。去年，Nvidia 与 Groq 就其芯片和硬件签署了许可协议。
OpenAI and companies such as Nvidia have recognized the importance of the ability to perform speedy inference. Earlier this year, Cerebras signed a deal to supply OpenAI with chips. And last year, Nvidia signed a licensing deal with Groq for the company's chips and hardware.