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Wafer Scale Engine

All articles tagged with #wafer scale engine

finance2 hours ago•36 min saved

Cerebras CBRS Dips After Mixed Q2 as Cloud Revenue Surges

Cerebras Systems (CBRS) posted Q2 revenue of $180.1M, up 74% year over year, but hardware sales slipped to $54.1M amid lumpy demand and data-center space constraints while its cloud-services revenue jumped to $126M. The company swung to a net loss of $450.5M largely due to $386.6M in stock-based compensation. Cerebras raised its 2026 core revenue guidance to $214–216M and now sees full-year revenue of $880–890M, with a plan to more than triple revenue in 2027 as production scales; the market reacted with about a 15% after-hours drop as investors weigh the mix of cloud momentum against hardware headwinds, and the company continues to push against Nvidia with partnerships and OpenAI integration for its Wafer-Scale Engine.

via Yahoo Finance|

#cbrs #cerebras-systems #cloud-revenue

technology3 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