OpenAI's Secret 2017 Bid to Acquire AI Chip Pioneer Cerebras Revealed
In a fascinating revelation from recent legal filings, OpenAI's early ambitions to revolutionize AI hardware have come to light through a previously unknown attempt to acquire Cerebras, a cutting-edge AI chipmaking company. This surprising connection between two AI powerhouses emerged from Elon Musk's ongoing lawsuit against OpenAI, offering a glimpse into the strategic thinking of tech's most influential players.
Back in 2017, when Cerebras was just finding its footing, OpenAI's leadership was already eyeing the promising chip manufacturer. Internal emails reveal that Ilya Sutskever, OpenAI's co-founder and former chief scientist, proposed an intriguing strategy: acquiring Cerebras through Tesla, Elon Musk's electric vehicle company. This proposal sparked an interesting debate about corporate missions and shareholder obligations.
A Complex Web of Interests
The potential acquisition raised important questions about corporate alignment. Sutskever expressed concerns about using Tesla as the acquisition vehicle, noting that Tesla's obligation to maximize shareholder returns might conflict with OpenAI's broader mission. These deliberations highlight the delicate balance between business interests and technological advancement in the AI sector.
The Road Not Taken
While the merger discussions ultimately fell through, the implications of what could have been are striking. For Cerebras, the deal might have provided a stable foundation for growth without the complexities of going public. OpenAI, meanwhile, might have gained early access to crucial chip-making capabilities – a resource that has become increasingly valuable in today's AI landscape.
Present-Day Implications
The relevance of this historical revelation is particularly poignant given both companies' current positions. Cerebras, now preparing for an IPO with a $4 billion valuation, faces its own challenges, including heavy reliance on a single client. Meanwhile, OpenAI continues its quest for chip independence, developing in-house solutions expected to debut by 2026.
The discovery of these merger discussions provides valuable insight into the strategic thinking that has shaped the AI industry. While the deal never materialized, it represents a crucial moment in both companies' histories and highlights the ongoing importance of hardware infrastructure in the AI race.
Perhaps most intriguingly, this revelation raises questions about how different the AI landscape might look today had this merger succeeded. Would OpenAI have gained a crucial early advantage in the AI hardware race? How might Cerebras' technology have evolved under OpenAI's guidance?
As we look to the future, this historical footnote serves as a reminder of the complex relationships and strategic decisions that continue to shape the AI industry. While OpenAI and Cerebras have taken different paths, their shared history underscores the critical intersection of hardware and software in advancing artificial intelligence.