Tracked topic
… Cerebras CEO Andrew Feldman told CNBC that investors had misunderstood the company’s margin guidance, noting that Cerebras will need to rent back some equipment from one of its largest customers. …
… Cerebras offers an AI-specific chip called the Wafer-Scale Engine 3 that challenges GPU-based AI chips. Cerebras says its chip is faster for inference while using less power than such competitors. …
… Today OpenAI is a customer and a partner, having loaned Cerebras $1 billion secured by warrants. Those warrants conditionally grant OpenAI about 33 million shares of Cerebras’ stock, the S-1 discloses. …
… A year ago, it looked like this day would never happen for Cerebras. …
… Cerebras doubled revenue and declared a profit last year. Vishria gives all props to the Cerebras team for “persistence, ingenuity, but also adaptiveness,” he says. …
… The firm invested a total of $147 million in Cerebras over time, a bet that generated a 17-fold return at the IPO price of $185 per share, according to Eclipse. …
… Nvidia’s $20 billion Groq transaction in December and Cerebras’ $57 billion IPO last week point the way. …
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