📋 Quick Takeaways

• OpenAI signs historic $10 billion computing deal with Cerebras Systems for 750MW of compute power through 2028
• Cerebras in talks for $1B funding at $22 billion valuation, nearly tripling from September 2025
• Google launches Personal Intelligence in Gemini app, connecting AI to Gmail, Photos, and Search history
• Etched raises $500 million at $5 billion valuation for Transformer-optimized AI chips
• Mira Murati’s Thinking Machines Lab loses co-founders as Barret Zoph and Luke Metz return to OpenAI
• xAI restricts Grok image generation after global deepfake controversy and regulatory investigations
• Microsoft announces Community-First AI Infrastructure initiative addressing data center concerns

🔥 Compute Infrastructure & Major Deals

OpenAI Signs Historic $10 Billion Computing Deal with Cerebras

Landmark Partnership: OpenAI announced on January 14 a multi-year agreement with AI chipmaker Cerebras Systems for 750 megawatts of computing power through 2028, in a deal worth over $10 billion.