Cerebras builds giant AI chips the size of a dinner plate (Wafer-Scale Engine) that plug into data centers, aiming to beat Nvidia's GPUs on speed for training and running AI models.
Revenue hit USD 0.51B in 2025, up from USD 0.29B in 2024, with gross margin around 40%. The business still loses money on operations (operating loss of USD 0.15B in 2025), though a one-off gain flipped net income positive.
The wafer-scale chip design is a genuine technical edge that Nvidia, AMD, and Intel haven't replicated, giving Cerebras a unique performance niche. But the moat is eroding as Nvidia's CUDA ecosystem and AMD's MI-series gain traction, plus hyperscalers like Goo
Sell (sector percentile 7) — value D, growth B, profitability D, momentum F, revisions B+. Updated daily, sector-relative, identical for every user.
Key events, in time order
CEO cites enormous demand for AMD partnership product, potentially bolstering growth.
Multiple sources confirm mixed Q2 results: revenue miss, cloud revenue up 287%, full-year guidance raised.
Wedbush sees AMD deal combining WSE with Helios, and Supernova may launch WSE-4, boosting performance and pricing power.
Multiple independent sources confirm earnings date, with notable call sweeps indicating heightened interest
Partnership leverages Cerebras' fastest inference platform to enhance Lovable's software creation
Partnership details confirmed by multiple sources, including performance gains and market impact
Company to release Q2 results after market close on August 12.
Cerebras inference to power Falcon AI detection and response, accelerating real-time threat detection.
Trading signal and price move corroborate, but no new fundamental facts
Q1 2026 core revenue of $191.3 million, up 92% year-over-year, with core cloud and services revenue of $79.8 million up 167% YoY
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Cerebras Systems ($CBRS) is seeing new positions and increased holdings from several prominent investment firms, indicating growing interest in its AI infrastructure platform.
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BREAKING: AMD $AMD just disclosed updated stock positions. They own: -$565M worth in $SPCX stock -$291M worth in $SANM stock -$210M worth in $NTNX stock -$175M worth in $CBRS stock -$66M worth in $ABSI stock -$2.3M worth in $XNDU stock https://t.co/7UCGgLNkPw
Tiger Global files its Q2 13F with new positions in $AMD $SPCX $V, exits $APP $NFLX Top 5 Positions: 1. $TSM, 9.72% 2. $AMZN, 9.62% 3. $NVDA, 9.34% 4. $GOOGL, 8.65% 5. $META, 6.63% -Top Buys: $CBRS $AMD $INTC $STX $V -Top Sales: $GOOGL $AVGO $APP $TSM $Z -Top New Positions: $CBRS
Brad Gerstner's Altimeter files its Q2 13F with new positions in $MU $SPCX $GOOGL, exits $AXON $AVGO Top 5 Positions: 1. $NVDA, 19.16% 2. $CBRS, 16.24% 3. $META, 7.76% 4. $TSM, 6.94% 5. $CRWV, 6.15% -Top Buys: $CBRS $QCOM $SPCX $MU $AMAT -Top Sales: $META $AXON $UBER $AVGO $ARM -
☁️ Neocloud economics visualized. The growth is getting absurd. 🧱 $CRWV CoreWeave → Backlog +246% Y/Y ☁️ $NBIS Nebius → AI Cloud +514% Y/Y 🧠 $CBRS Cerebras → Cloud +281% Y/Y But the capital intensity is unreal.👇 https://www.appeconomyinsights.com/p/neocloud-economics
Brad Gerstner's Altimeter Capital just updated its stock holdings This is everything he owned as of the end of Q2 - NVIDIA $NVDA: 9,413,589 shares, $1.9B - Cerebras $CBRS: 7,225,037 shares, $1.6B - Taiwan Semiconductor $TSM: 1,429,355 shares, $0.7B - Meta Platforms $META: 1,354,9
Top Hedge Fund Buys from the latest 13F filings 👀 Renaissance Technologies - $CRWD $META $NVDA $GOOGL $AMZN Tiger Global - $CBRS $AMD $INTC $STX $V Coatue - $MU $SPCX $INTC $CBRS $AMD Stan Druckenmiller -$INSM Calls $GOOGL $AMZN $FOXA $TSLA Calls $META Calls David Tepper - $BA $A
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