Cerebras
Coverage of Cerebras in the Nexus archive.
- Qualcomm's proposed solution to catch up in AI infra: Bury the compute under the DRAM
Qualcomm is developing a near-memory compute architecture called High-Bandwidth Compute (HBC), stacking DRAM on XPUs to improve AI infrastructure performance. The technology will debut in 2025 as part of the AI250-series Dragonfly systems, claiming 768 GB memory and 133 TB/s effective bandwidth, though skepticism surrounds its 'effective' bandwidth claims compared to competitors like Nvidia.
- Cerebras CEO says margin forecast was 'misunderstood' as stock plummets after earnings
Cerebras CEO clarified that a margin forecast was 'misunderstood,' contributing to a stock decline following earnings. The company has a staggered lock-up expiration, with some shares becoming available for trading this week.
- AI chipmaker Cerebras down 11% after first public earnings report
AI chipmaker Cerebras experienced an 11% stock price decline following its first public earnings report.
- Cerebras delivers its first earnings report — but it’s not enough to lift the stock
Cerebras delivered its first earnings report with positive revenue figures, but the stock declined in after-hours trading. The upbeat revenue performance was insufficient to prevent the stock's drop.
- Cerebras falls 8% after chipmaker forecasts shrinking margin in first earnings report since IPO
Cerebras' stock fell 8% after the AI chipmaker forecast shrinking profit margins in its first earnings report since going public on Nasdaq in May.
- Three key AI stocks to watch this week with traders expecting giant moves
The article highlights three AI-related stocks—Micron, Cerebras, and Super Micro—as traders anticipate significant market movements. Micron and Cerebras are set to report this week, while Super Micro exhibits heavy options activity.
- A nation still divided 10 years on from the Brexit vote
The UK faces a leadership challenge amid ongoing divisions following the Brexit vote, the US revises its economic growth forecast, and chipmaker Cerebras releases earnings results.
- Cerebras CEO on Data Centers: We Could've Been Better Neighbors
Cerebras CEO Andrew Feldman admits that data center buildout could have been smoother when entering a community. The comment was made during a Bloomberg interview.
- Cerebras CEO on Delivering AI Inference at Scale
Cerebras CEO discusses delivering AI inference at scale. The article focuses on advancements in AI technology and organizational strategies for large-scale implementation.
- Has the hunt for AI compute uncovered the next Cerebras?
General Compute is investing in SambaNova, positioning it as a potential breakout chipmaker akin to Cerebras. The article highlights growing interest in AI compute companies following Cerebras' success.
- Odd Lots: Why Cerebras Built The Largest Computer Chip (Podcast)
Cerebras, an AI chipmaker, has developed exceptionally large computer chips about the size of a dinner plate—58 times larger than average chips—that enable fast AI inference. CEO Andrew Feldman discusses the company's core product and its position in the AI boom during the week of Cerebras's IPO.
- The Funding: As SpaceX’s listing nears, are pre-IPO perps crypto’s next big market?
SpaceX's listing is nearing and pre-IPO perpetual futures have had a proof of concept moment with the Cerebras market on TradeXYZ. This development could lead to crypto being the next big market. The success of this concept may impact the future of funding and investments.
- For Eclipse, the $2.5B Cerebras win is just the start of realizing its physical-world thesis
Lior Susan's firm Eclipse has won a $2.5B deal with Cerebras, marking a significant milestone in realizing its physical-world thesis. This win is expected to be just the start of the company's success. Investing in the real world was previously a lonely endeavor for Lior Susan.
- Cerebras' blockbuster IPO boosts hype for SpaceX and OpenAI, but crowds out smaller players
Cerebras' successful IPO has drawn attention to other major tech companies, including SpaceX and OpenAI, which are among the most valuable in the US. This hype may crowd out smaller players in the industry. The market debut of Cerebras has boosted interest in these prominent companies.
- What you need to know about Nvidia competitor Cerebras after wild IPO
Nvidia competitor Cerebras made a stunning debut on Wall Street, signaling strong demand for AI chips. Cerebras' chips compete with Nvidia's in the market. The IPO debut was highly successful, indicating unstoppable demand for AI technology.
- Cerebras’s stock looks like a risky bet on AI hype
Cerebras's stock is considered a risky bet due to its high sales multiple on a trailing basis, indicating overvaluation. The company's shares are trading at an expensive price. This suggests that investors may be overestimating the company's potential.
- CMC Market Pulse: Cerebras, USDH, Hyperliquid
CMC Market Pulse discusses Cerebras, USDH, and Hyperliquid, providing insights into market trends. The article is submitted by a user on a platform. Key facts include the mention of specific market-related terms.
- Cerebras IPO mints two billionaires, sets stage for potential AI wave
Cerebras closed its first day of trading with a market cap close to $100 billion and turned two co-founders into billionaires. The company's successful IPO sets the stage for a potential AI wave. Cerebras' market cap is nearing $100 billion after its first day of trading.
- Cerebras’ IPO Price Soars | Closing Bell
Cerebras' IPO price has increased significantly. The company's successful IPO is a notable event in the financial sector. Cerebras is a technology company that specializes in AI and computing.
- Cerebras IPO makes billions for Benchmark but VC Eric Vishria almost didn’t take the meeting
Benchmark almost never invests in hardware startups but invested in Cerebras after a meeting with Eric Vishria. Cerebras' IPO made billions for Benchmark. Eric Vishria initially hesitated to hear Cerebras' pitch.
- Cerebras shares skyrocket 100% after $5.5B IPO amid AI stock frenzy
Cerebras shares increased by 100% after a $5.5 billion initial public offering, driven by investor interest in AI-related stocks. This surge in share price indicates strong market enthusiasm for the company's AI-focused initiatives. The significant IPO and subsequent stock performance underscore Cerebras' growing presence in the tech industry.
- Cerebras almost doubles in Nasdaq debut, topping $100 billion market cap after blockbuster IPO
Cerebras debuted on Nasdaq and almost doubled in value, reaching a market cap of over $100 billion after a successful IPO. The company is taking advantage of a strong market for silicon. Cerebras is one of the most notable AI pure-play IPOs to date.
- Cerebras raises $5.5B, kicking off 2026’s IPO season with a bang
Cerebras has raised $5.5 billion, marking a significant start to the 2026 IPO season. This achievement is notable given the company's past circumstances. The funding round's success indicates strong investor confidence.
- Cerebras’s stock set to rocket, as early indications point to a near doubling
Cerebras's stock is expected to more than double when it starts trading, indicating a significant increase in value. This surge is anticipated as trading begins. The company's stock is set to rocket, pointing to a near doubling of its initial value.
- Jim Cramer's top 10 things to watch in the stock market Thursday
Cisco delivered a strong quarter due to AI spending and chipmaker Cerebras is making its public debut. This development indicates a positive trend in the tech industry. Jim Cramer highlights these points as key things to watch in the stock market.
- Cerebras, OpenAI, SpaceX: The IPO pipeline that could drain crypto
The IPO pipeline could have an impact on crypto due to companies like Cerebras, OpenAI, and SpaceX. These companies may draw attention and investment away from cryptocurrency. This shift in investment could potentially drain crypto.
- Cerebras prices IPO above expected range, as Wall Street braces for AI tsunami
Cerebras raised $5.55 billion in its IPO, exceeding expectations. The chipmaker's successful offering has investors preparing for larger AI deals later this year. This move is expected to impact Wall Street and the tech industry.
- Cerebras’s IPO will be a fresh test of investor excitement for AI infrastructure
Cerebras is going public on Thursday and could be valued at 100 times its revenue. The company is an inference-chip maker and its IPO will test investor excitement for AI infrastructure. This valuation indicates a significant interest in the company's technology.
- AI Chipmaker Cerebras Said Poised to Price IPO at $185 Per Share
Cerebras, an AI chipmaker, is poised to price its IPO at $185 per share. This move indicates a significant development in the company's growth and funding. The pricing sets the stage for the company's entry into the public market.
- Cerebras could be the next hot chip stock as demand swells ahead of its IPO
Cerebras is expected to be a hot chip stock with its upcoming IPO, which may be the largest of the year. The IPO is set to take place later this week and demand is swelling ahead of it. This could lead to significant interest in the company's stock.
- Cerebras bumps up IPO range as it looks to raise up to $4.8 billion
Cerebras is looking to go public as soon as this week and raise up to $4.8 billion, after Elon Musk expressed openness to merging OpenAI with Cerebras. The IPO range has been bumped up. This development comes as Cerebras prepares for its public debut.
- Cerebras Requires Limit Orders From IPO Buyers as Demand Grows
Cerebras is requiring limit orders from IPO buyers due to growing demand. The company is taking measures to manage the high interest in its initial public offering. This move indicates a strong start for Cerebras' public trading.
- OpenAI’s cozy partner Cerebras is on track for a blockbuster IPO
Cerebras, an AI chip maker, is expected to have a blockbuster IPO valuing the company at $26.6 billion or more. The company has a deep and rich relationship with OpenAI. This potential IPO highlights Cerebras' significant growth and prospects in the AI industry.
- AI Chipmaker Cerebras Is Said to Target Up to $4 Billion in IPO
Cerebras, an AI chipmaker, is reportedly planning an IPO targeting up to $4 billion. The company, known for its advanced AI hardware, aims to raise significant capital to expand its market presence.
- AI chip startup Cerebras files for IPO
Cerebras, an AI chip startup, has filed for an IPO after securing a deal with Amazon Web Services to deploy its chips in data centers and a reported $10 billion agreement with OpenAI.