Cerebras partners with Gimlet Labs to build AI inference cloud platform, with first data centre launching in 2026

Cerebras Systems Inc. (CBRS) is teaming up with Gimlet Labs, an applied AI research and infrastructure startup, to integrate Cerebras' wafer-scale AI systems into Gimlet Cloud. The collaboration targets inference speeds of up to 3,000 tokens per second for agentic and real-time AI applications, with the first Cerebras-powered Gimlet Cloud data center expected to launch later this year. The partnership will span infrastructure through developer APIs as both companies work to deliver faster AI inference at production scale.

**System Architecture**

Inference is the process through which a trained AI model generates responses and outputs. For applications such as AI agents, voice, video systems, and assistants, the speed of output generation directly impacts application responsiveness.

Gimlet Cloud will combine Cerebras' Wafer Scale Engine with graphics processing units (GPUs) rather than relying on a single processor type for every workload. Gimlet's technology partitions AI inference into distinct phases and routes each to the computing hardware best suited for it. This hybrid approach leverages Cerebras' fast token generation alongside the high throughput offered by GPUs, targeting up to 3,000 tokens per second at production scale, according to Gimlet CEO Zain Asgar.

**Launch Partnership**

Gimlet will serve as a launch partner for Cerebras' CS-4 technology, providing Gimlet Cloud customers access to Cerebras' latest systems. Cerebras Chief Technology Officer Sean Lie noted that embedding Cerebras as a native component of Gimlet's inference cloud would bring its AI inference technology to more developers at production scale.

The companies have collaborated on customer engagements since last year, with an integrated system already serving tokens in private deployments. They now plan to expand collaboration across software, infrastructure design, APIs, developer tools, optimization, validation, and production operations.

**Market Context**

Retail investor sentiment around CBRS stock remained in bearish territory as of late September. Year-to-date, CBRS stock has declined more than 36%, while the ARK Innovation ETF (ARKK) and State Street SPDR S&P Semiconductor ETF (XSD), both holding the stock, have gained approximately 15% and 58%, respectively.