Wafer-Scale Chips Are Heating Up, China's Wafer-Scale Chips Make New Progress

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### Wafer-Scale Chips Are Heating Up, China's Wafer-Scale Chips Make New Progress Time: 2026-08-01 12:00:35 Content: Wafer-scale chips are coming to the forefront. This year, OpenAI and Cerebras signed a three-year computing power procurement agreement. The agreement involves up to 750MW of computing capacity, to be delivered in batches by 2028. External estimates suggest the potential total value of this agreement exceeds $20 billion. Cerebras' product is exactly wafer-scale chips, using a whole-wafer integrated manufacturing method, relying entirely on lithography capability to turn an entire wafer into a single chip. Meanwhile, Cerebras also listed on the US stock market this year. The first quarter financial data after listing showed revenue of $193 million, up 94% YoY, and cloud service revenue up 178% YoY. Cerebras' orders have turned wafer-scale chips from a manufacturing technology problem into a computing industry problem. At the same time, Cerebras is not the only one betting on the wafer scale. Tesla restarted Dojo 3; …