OpenAI needs to immediately move to acquire Cerebras.

Nvidia's extreme margin is the opportunity for OpenAI's cost reduction. Buying Cerebras would pay for itself and they should take all of its future production (after filling required contracts).

Right now China's models have no silicon moat. Cerebras as a drastic speed-up / cost-reduction potential, can assist in building a competitive moat. And every time a Cerebras pops up, OpenAI or Anthropic should eat them if at all possible.

There's no stand-alone frontier AI company of great scale in the near future that doesn't have a large silicon advantage in-house. Apple knew it in smartphones, Google figured it out a long time ago as well.