Cerebras doubled its revenue. The stock fell anyway.
Cerebras nearly doubled its revenue and guided 2026 sales above Wall Street’s estimates. Its stock still fell about 10%. The reason was a margin squeeze, caused not by a shortage of chips but by a shortage of buildings. Cerebras just learned the price of going public into a mania. On Tuesday the AI chipmaker posted […]<br /> This story continues at The Next Web [...]
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Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
Cerebras says its chips run a trillion-parameter AI model nearly 7 times faster than GPU clouds
Less than a week after completing the largest tech IPO of 2026, Cerebras Systems is making its most aggressive play yet to dominate the fast-growing AI inference market. On Monday, the Sunnyvale-based [...]
OpenAI deploys Cerebras chips for 15x faster code generation in first major move beyond Nvidia
OpenAI on Thursday launched GPT-5.3-Codex-Spark, a stripped-down coding model engineered for near-instantaneous response times, marking the company's first significant inference partnership outsi [...]
Nvidia says its Groq 3 LPX is four times faster than Cerebras, but the math is more complicated
Nvidia is moving its Groq 3 LPX inference chip into full production and reports 3,400 tokens per second on Gemma 4 31B, four times faster than Cerebras. But the numbers don't tell the whole story [...]
Cerebras launches the CS-4, its first multi-wafer system, though the chip inside is not new
Cerebras has put three of its dinner-plate-sized processors into a single rack for the first time. The CS-4, unveiled on Tuesday at the company’s Supernova event and shipping this quarter, is pitche [...]
Cerebras closes $1 billion funding round at $23 billion valuation after landing OpenAI deal
Cerebras Systems has closed a financing round of over one billion dollars, valuing the AI chip startup at around 23 billion dollars. A recent ten billion dollar deal with OpenAI likely helped attract [...]
Gong study: Sales teams using AI generate 77% more revenue per rep
The debate over whether artificial intelligence belongs in the corporate boardroom appears to be over — at least for the people responsible for generating revenue.Seven in ten enterprise revenue lea [...]
Agentic reliability and evaluations : Enterprises that got burned by a bad eval are the most likely to remove humans from the loop, not the least
Across 108 enterprises, trust in automated agent evaluation rose sharply in July — and the failure rate it is supposed to predict did not move at all. The share of organizations that fully trust aut [...]