NASDAQ

Cerebras Systems Inc.

CBRS

30 stories

$27B Market cap · 2026-10-28

Cerebras’ three-wafer Supernova system doubles I/O and clock speed, improving latency and parametric yield, but hardware gross-margin…

Irrational Analysis Aug 18

Cerebras Systems’ WSE-3 wafer-scale chip targets low-latency AI inference with faster decode than GPU racks, while higher per-token costs…

SixSigmaCapital: Navigating the Financial Markets Aug 16

PostGPT inference-chip contenders need to run trillion-parameter models, ship rack-scale systems, beat GPUs on one KPI and win a frontier…

Chipstrat Jul 15

Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…

Aurelion Research Jul 13 1 click

Nvidia's Groq deal responded to OpenAI's Cerebras inference partnership, preserving its AI-chip lead through supply-chain control and rapid…

Irrational Analysis Jul 11

Cerebras faces shareholder criticism over $700,000 to $850,000 WSE-3 rack pricing, alleged packaging-yield losses and SRAM-based KV-cache…

Irrational Analysis Jun 24

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