OpenAI just bought speed at 750MW scale

The next AI moat is not a bigger model. It is instant answers that feel always on.

midas report banner

Great to have you for today’s Midas Report… where we help you stay on top of what matters in AI for your bottom line.

Here is what is unfolding in AI today, January 15th, 2026….

OpenAI just quietly made a very loud infrastructure move by plugging into Cerebras for roughly 750MW of ultra low latency compute.

That number matters, but what it really buys is a different product experience. Think real time AI inference starting to feel less like a premium feature and more like broadband. Always there, fast enough to stop noticing.

Most “AI breakthroughs” users care about are not new models. They are moments when the interface stops getting in the way…

When the assistant replies like a person instead of a ticketing system. When videos all of a sudden became hard to recognize as A When you can talk, show, paste, or stream without the awkward pause that reminds you the magic has a loading bar.

This deal is table setting for that world.

If OpenAI can lean on purpose built inference hardware at serious scale, the next wave of AI UX becomes obvious…

Persistent context that does not reset every turn. Multimodal interfaces that feel natural instead of staged. Agents that can stay on, listen, and act without making users wait for the brain to spin up.

It also signals a shift in where the bottleneck lives…

Training gets the headlines, but inference is where the cost and latency show up in your margins and your retention. Cerebras is built for inference, not training, and that should tell every builder and infrastructure player where the puck is headed.

As inference gets cheaper and faster, a bunch of workflows that were “cool demos” become “daily habits.” Customer support copilots that actually keep up. Real time meeting agents that do more than summarize. Monitoring tools that can reason continuously instead of in batches.

What to do if you are building on OpenAI APIs is simple…

Watch for sudden latency drops and pricing changes, then be ready to tighten your product loop.

If your app can respond instantly, you can redesign the experience around speed instead of patience, and that usually shows up as higher usage and lower churn.

If you invest in infrastructure, keep an eye on startups optimizing distributed inference. The winners may not be the ones training the biggest brains, but the ones making thinking feel instant everywhere.

sponser separator
separator

🧠 The Download

TSMC prints record profits but warns the AI hardware boom is outpacing reality. Demand for accelerated compute is still off the charts, but supply chain constraints around chip production and advanced packaging are the real throttle on AI progress.

The US slaps a 25 percent tariff on high-end AI chips like Nvidia’s H200. AI hardware now comes with trade risk baked in, which means higher cloud costs, tighter capacity access, and fresh pressure on startups to rethink their compute economics.

Wikipedia inks licensing deals with Microsoft and Meta, putting a price on “free” training data. The open web is becoming a metered utility for model builders, favoring teams who can navigate legal complexity and budget for high quality, permissioned content.

midas marketpulse separator

TSMC blew past expectations with a major profit pop directly tied to AI chip demand, deflating doubts that AI capex was a short-term sugar high. The blowout quarter, combined with Applied Materials’ surge, reignited the semis rally and signaled a renewed investor pivot to picks and shovels over flashier plays.

The VC mood is shifting fast as late stage AI startups face a stark binary… scale with defensible moats or risk quiet exits. The most telling sign… top tier AI talent still commands monster packages, but second-tier hires are under pressure.

AI crypto tokens like FET remain liquidity magnets, but a $17B theft figure tied to AI enabled scams is poisoning the well. As deepfake powered grifts grow more convincing, credible projects now fight a reputational war just to prove they're real. Expect volatility to spike in smaller names as trust… not just narrative… becomes a gating factor for capital rotation.

Prompt of the Day

For today’s fashion shoot, we used ChatGPT image generator and an image of my face as reference.

You could easily switch out clothing, jewelry, accessories, locations, pose, etc… There are tons of options to use this effectively in a marketing campaign.

Here’s the prompt I used:

Hyper-realistic cinematic streetwear photo of a male model crouched in a retro- futuristic convenience store aisle. Wearing oversized hot pink hoodie with blue and neon green graffiti, baggy distressed cargo jeans, wheat color Timberland boots, silver hip hop jewelry, black beanie with his long dreadlocks hanging down both sides, and wheat army crossbody bag. Surrounded by instant noodles, neon signs, and handwritten prices. Moody green-tinted lighting with neon reflections, gritty 90s urban vibe, wide-angle low-eye-level shot, sharp focus with subtle background blur. Use the uploaded reference image. 100% same face.”

Thanks for reading today’s Midas Report!

See you tomorrow,

MIDAS AI