Nvidia(US:NVDA) 智通财经网·2026-02-13 07:41Core Insights - OpenAI has officially launched its first AI model based on chips from semiconductor startup Cerebras Systems Inc., marking a strategic move to diversify its chip suppliers and reduce reliance on Nvidia's exclusive supply [1] - The new model, named GPT-5.3-Codex-Spark, is designed as a lightweight version that consumes less computing power while providing faster response times, aimed at assisting software engineers with tasks like code editing and testing [1] - OpenAI has secured a hardware procurement agreement worth over $10 billion with Cerebras to enhance model inference response times, which is crucial for breaking Nvidia's long-standing market dominance [1] Company Collaborations - In October of the previous year, OpenAI entered into a significant partnership with AMD to deploy a total capacity of 6 gigawatts of AMD graphics processors over the coming years, and also finalized a deal with Broadcom for custom chips and network components [2] - Despite recent tensions reported between OpenAI and Nvidia, both companies' CEOs have publicly stated their commitment to maintaining a close collaboration, emphasizing Nvidia's role as a foundational partner in developing OpenAI's strongest AI models [2] - OpenAI is intentionally expanding its ecosystem beyond Nvidia by collaborating with Cerebras, AMD, and Broadcom, while still recognizing Nvidia as a core component of its training and inference architecture [2] Market Positioning - The launch of the new Codex model represents OpenAI's latest effort to compete for dominance in the rapidly growing AI programming assistant market against rivals like Google and Anthropic [2] - OpenAI has reported that the active user base for Codex has surpassed 1 million weekly users, indicating strong market interest and engagement [2] - The new model will initially be available for research preview to ChatGPT Pro subscribers, with plans to gradually expand access to a broader user base in the coming weeks [2]