Tag

Cerebras

All articles tagged with #cerebras

technology4 days ago•12 min saved

Cerebras rebounds 9% after Altman defends partnership amid OpenAI hardware shift

Cerebras shares jumped 9% on Monday after OpenAI CEO Sam Altman publicly reaffirmed the chipmaker as a 'close partner,' reversing a 20% weekly decline. The surge followed reports that OpenAI would use Nvidia GPUs for its GPT-6.1 Sol 'Ultrafast' mode instead of Cerebras hardware. Despite the rebound, Cerebras’ market cap has fallen to $43 billion from $95 billion since its May IPO, with analysts noting that revenue outlooks remain unchanged but margins are critical.

via sg.finance.yahoo.com|

#ai-chips #cerebras #nvidia

technology4 days ago•17 min saved

Cerebras rebounds 9% as Altman reaffirms partnership amid OpenAI hardware shift

Cerebras shares surged 9% on Monday after OpenAI CEO Sam Altman publicly reaffirmed the chipmaker as a 'close partner,' reversing a 20% decline from the previous week. The rebound followed reports that OpenAI would use Nvidia GPUs for its GPT-6.1 Sol 'Ultrafast' mode instead of Cerebras chips. Cerebras' market cap has fallen to $43 billion from $95 billion since its May IPO, with analysts noting that revenue outlooks remain unchanged but margins are critical.

via Yahoo! Finance Canada|

#ai-chips #cerebras #nvidia

technology4 days ago•31 min saved

Cerebras rebounds after Altman reaffirms partnership amid OpenAI hardware shift

Cerebras stock rose 9% on Monday after OpenAI CEO Sam Altman called the chipmaker a 'close partner,' reversing a 20% drop from the previous week. The rebound followed news that OpenAI would use Nvidia GPUs for its GPT-6.1 Sol 'Ultrafast' mode instead of Cerebras chips. Cerebras' market cap has fallen to $43 billion from $95 billion since its May IPO, with analysts noting that revenue outlooks remain unchanged but margins are critical.

via finance.yahoo.com|

#ai-hardware #cerebras #openai

technology1 month ago•6 min saved

Nvidia’s Groq-3 LPUs hit 3,400 tok/s on Gemma-4-31B, signaling a bold AI-inference bet

Nvidia’s Groq 3 LPU-based LPX racks achieved 3,400 tokens per second on the Gemma 4 31B model in an independent Artificial Analysis benchmark, claimed to be about 4x faster than Cerebras for this scenario. The design relies on SRAM-heavy LPUs with high memory bandwidth and distributes the model across multiple chips via Ethernet, while GPUs handle the prefill phase and LPUs handle the decode phase in a heterogeneous inference setup. Nebius is among the first customers. While the result shows strong throughput, the 31B model is relatively small and dense, and scaling to larger MoE models remains uncertain, with real-world performance depending on model size, distribution, and upcoming accelerator generations.

via The Register|

#cerebras #gemma-4-31b #groq-3-lpu

technology1 month ago•3 min saved

Cerebras lifts full-year guidance as AI demand stays red-hot after Q2

Cerebras Systems raised its full-year core revenue guidance to $880–$890 million after reporting Q2 results of $180 million in total revenue ($210 million core, including pass-through), with a net loss of $450.5 million largely due to stock-compensation. The company projects Q3 core revenue of $214–$216 million and gross margins of 38–40%, citing strong demand for fast-inference AI chips. CEO Andrew Feldman said AI demand is 'through the roof' and highlighted a path to growth through scale, better pricing, and manufacturing efficiency. Cerebras also disclosed a partnership with AMD and OpenAI’s GPT-5.6 Sol, plus $126 million in cloud revenue for the quarter; the stock fell about 14% in extended trading after the results.

via CNBC|

#ai-chips #cbrs #cerebras

technology3 months ago•6 min saved

OpenAI Releases GPT-5.6 Trio—Soul, Terra, and Luna—With Speed Gains, But Access Is Limited

OpenAI unveils GPT-5.6 featuring three variants—Soul for complex reasoning, Terra for general use, and Luna for high-speed tasks—achieving up to 750 tokens/sec and about 40% lower costs via Cerebras chips. While the models outperform rivals on benchmarks like Terminal and Exploit Bench, OpenAI is restricting access to manage safety, ethical, and regulatory risks, including potential cybersecurity threats and bio-research misuse, and is collaborating with government bodies to ensure responsible deployment.

via Geeky Gadgets|

#ai-safety #benchmarks #cerebras

technology3 months ago•21 min saved

Cerebras Delivers Breakneck LLM Speed, Yet Nvidia's CUDA Gravity Dominates

NVIDIA just reported a blockbuster data-center quarter powered by CUDA, building a massive software moat, while Cerebras touts wafer-scale speed but braces for negative margins and heavy, CUDA‑centric integration that requires specialized compilation and custom engineering. Despite a $20B+ OpenAI inference deal and benchmarks showing ~21x latency advantage, the lack of broad framework support outside CUDA and the threat of OpenAI’s Jalapeño chip suggest Nvidia’s platform advantage remains hard to dethrone in the near term.

via 24/7 Wall St.|

#ai-inference #cerebras #cuda

business3 months ago•4 min saved

Cerebras Stock Dips After IPO Earnings as OpenAI Demand Pressures Margins

Cerebras posted better‑than‑expected Q3 revenue of $193 million and a smaller adjusted loss of $3.5 million, but warned margins will tighten as it scales a $20 billion OpenAI service contract and rents gear to OpenAI amid rising cloud demand. Backlog sits around $24.6 billion, with about 13% of IPO shares set to unlock soon, helping fuel near-term volatility as analysts remain bullish with targets near $294.

via Barron's|

#ai-chips #business #cerebras

business3 months ago•2 min saved

Cerebras Q1 2026: Revenue Soars After IPO, but Margin Pressures Loom

Cerebras reported its first Q1 earnings since going public, with revenue of $193.4 million (up 92% year over year) and a net loss of $14 million. The company forecast core gross margins to narrow to 36%–38% in Q2 and guided full-year core revenue of $855.5 million to $865 million (about 69% growth), as its stock remains roughly 28% below its IPO opening after a strong debut, thanks in part to large deals with AWS data centers and OpenAI.

via CNBC|

#ai-chip #business #cerebras

business4 months ago•2 min saved

ARK Bets Big on Cerebras After IPO Debut

ARK Innovation ETF (ARKK) and ARK Next Generation Internet ETF (ARKW) bought 105,616 Cerebras Systems shares after its IPO debut, signaling renewed investor enthusiasm for AI chipmakers.

via Seeking Alpha|

#arkk #arkw #business

technology4 months ago•8 min saved

Cerebras' Mega IPO Sets 2026 Benchmark, but History Warns of Post-IPO Turbulence

Cerebras priced its IPO at $185, raised $5.55B and was valued at about $56B; on debut the stock opened around $350, peaked near $385, and closed near $311. The company’ s 2025 revenue rose about 76% to $510M with a net income of $238M largely due to a one-time gain, though operating losses persist. Revenue visibility from a multiyear OpenAI deal and an AWS arrangement helps, but the business remains highly concentrated and richly valued. History shows large IPOs often underperform in the first five years, so investors should tread cautiously despite the blockbuster debut.

via The Motley Fool|

#ai #aws #cerebras

technology4 months ago•5 min saved

Cerebras IPO priced at $185 a share, valuing AI chipmaker at about $40 billion

Cerebras Systems priced its IPO at $185 a share, raising about $5.5 billion and valuing the AI chipmaker at roughly $40 billion, reflecting strong demand for AI and semiconductor stocks; the pricing upgrade followed solid investor interest and comes as the company expands OpenAI partnerships and other collaborations to broaden its customer base.

via Financial Times|

#artificial-intelligence #cerebras #ipo

technology5 months ago•13 min saved

Memory Over Speed: The AI Inference Shift

Ben Thompson argues that the AI compute boom is moving from GPU-dominated training to memory-centric, agentic-inference architectures; Cerebras’ wafer-scale chips offer extraordinary on-chip memory and bandwidth for fast answer inference but face cost and scalability limits, while the long-term potential lies in memory hierarchies that support autonomous agentic work, potentially reducing Nvidia’s dominance and reconfiguring compute across training, inference, and even space data centers.

via Stratechery by Ben Thompson|

#agentic-inference #ai-hardware #cerebras

technology5 months ago•7 min saved

Cerebras’s AI chip challenger gears up for a blockbuster IPO amid demand surge

Cerebras Systems, maker of the wafer-scale engine AI chip, is riding strong investor interest into an updated IPO plan on Nasdaq (ticker CBRS), boosting the offering to 30 million shares at $150–$160 and potentially raising up to $4.8 billion (up to $5.52 billion with over-allotments). A top-end valuation could reach about $48.8 billion. Notable recent contracts with OpenAI and AWS, plus a unique wafer-scale architecture (4 trillion transistors, 900,000 cores, 44 GB on-chip memory) aim to challenge Nvidia in AI hardware. Yet Cerebras is not profitable, with 2025 revenue of $510 million and a $345 million operating loss, and IPO valuation risks remain as the market weighs hype against fundamentals.

via The Motley Fool|

#cerebras #ipo #nvidia

technologyindustries5 months ago•24 min saved

Cerebras Relaunches IPO Bid, Aiming to Challenge Nvidia in AI Chips

Cerebras Systems has filed for a new IPO on Nasdaq (CBRS), returning to the public markets after a 2024 abort. The Sunnyvale AI-chip maker posted about $510 million in 2025 revenue with $237.8 million in net income, but warns revenue is highly concentrated among two UAE customers—Mohamed bin Zayed University of Artificial Intelligence (62% of 2025 revenue) and Group 42 (24%)—and cautions that losing them could hurt sales. Cerebras argues its WSE-3 AI processor delivers far greater bandwidth than Nvidia’s B200 and cites deals with OpenAI and AWS to co-design models and deploy compute. The company recently raised $1 billion at a $23 billion post-money valuation, with Morgan Stanley, Citigroup, Barclays and UBS leading the IPO efforts.

via MarketWatch|

#ai-chips #cerebras #ipo