Cerebras方面对此拒绝置评。 去年，Cerebras曾面临多项可能影响其公开市场融资的问题。公司营收绝大部分依赖中东地区的单一客 户——阿联酋人工智能巨头G42的母公司Group 42 Holding。G42曾委托Cerebras为其建造三台超级计算 机。 来源：环球市场播报 据知情人士透露，人工智能芯片初创企业Cerebras Systems正在洽谈一笔规模约10亿美元的融资，本轮 融资前公司估值达220亿美元。该芯片制造商正筹备于今年启动上市流程。 这一估值较其2025年9月的上一轮私募融资估值实现大幅跃升——彼时Cerebras完成11亿美元融资，估 值为81亿美元，投资方包括富达管理研究公司与Atreides Management。 一位知情人士表示，该初创公司有望在未来数月内挂牌上市。Cerebras原本计划更早推进上市，但在去 年9月宣布搁置这一计划，转而通过私募方式募资。 三位知情人士透露，Cerebras预计将在未来几天官宣一家备受瞩目的新客户，此举有望降低公司对42集 团控股公司的业务依赖度。 此次融资及对应的新估值出炉之前，英伟达已于12月下旬与Cerebras的竞争对手Groq达成 ...

Core Insights - Sachin Katti, Intel's CTO, announced his departure to join OpenAI, where he will focus on building infrastructure for artificial general intelligence (AGI) [1][6] - Katti's exit marks another loss for Intel in the competitive AI talent market, following the departure of Justin Hotard earlier this year [3][4] - Intel's recent financial struggles include a 2.08% revenue decline to $53.101 billion and a net loss of $18.756 billion for the fiscal year 2024 [4] Intel's Challenges - Katti's departure comes just six months after being promoted to CTO, highlighting the challenges Intel faces in retaining top talent amid a talent war in the AI sector [3][4] - The company is undergoing significant restructuring under CEO Lip-Bu Tan, who has emphasized AI as a strategic priority [3][4] - Intel has secured substantial investments, including $2 billion from SoftBank and $5 billion from NVIDIA, aimed at transforming its AI capabilities [4] OpenAI's Strategic Moves - OpenAI is excited about Katti's arrival, viewing him as crucial for designing and building the computational infrastructure necessary for AGI research [6][8] - The company plans to invest approximately $1.4 trillion in building over 30 GW of AI computational infrastructure, aiming to reduce costs significantly [8] - OpenAI's strategy emphasizes the importance of computational power as a critical resource for future AI development, with ongoing capital needs highlighted by a recent $22.5 billion investment agreement with SoftBank [8][9]