Cerebras Systems Inc.
Cerebras Systems builds the world's fastest AI inference. We are powering the future of generative AI. We’re a team of pioneering computer architects, deep learning researchers, and engineers building a new class of AI supercomputers from the ground up. From sub-second inference speeds to breakthrough training performance, Cerebras makes it easier to build and deploy state-of-the-art AI—from proprietary enterprise models to open-source projects downloaded millions of times. Here’s what makes our platform different: 🔦 Sub-second reasoning – Instant intelligence and real-time responsiveness, even at massive scale ⚡ Blazing-fast inference – Up to 30x faster than GPUs 🧠 Agentic AI in action – Models that can plan, act, and adapt autonomously 🌍 Scalable infrastructure – Built to move from prototype to global deployment without friction Cerebras solutions are available in the Cerebras Cloud or on-prem, serving leading enterprises, research labs, and government agencies worldwide. 👉 Learn more: https://www.cerebras.ai Join us: https://cerebras.net/careers/www.cerebras.ai
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Search complete. 333 mentions across 146 episodes found for "Cerebras Systems Inc.".
Oct 28, 2026
Anthony StevensCORRESPONDENT
Yeah, so it's been interesting that while the memory trade was buoyed by these results and obviously the implicit guidance, there had been some pretty strong news into the session anyway from OpenAI and Oracle in particular as they look to diversify away from the NVIDIA kind of ecosystem into Google's TPUs and Intel's CPUs.
Anthony StevensCORRESPONDENT
So we just really see this expansion of computing across every single available platform, even down to kind of speculative players like Cerebrus, right? That stock was up 10% in the US.
Anthony StevensCORRESPONDENT
So associated players across printed circuit boards, and substrates were very strong in Asia.
Anthony StevensCORRESPONDENT
We had Samsung Electromechanics up almost 9%.
Dave BlundinPANELIST
It just makes it the most extraordinary company in history by a wide margin.
Dave BlundinPANELIST
You know, the biggest IPO in history was Meta, back when Meta went out many years ago, and then Cerebrus broke that record, our good friend Andrew Feldman, and then SpaceX.
Dave BlundinPANELIST
But, you know, remember, Cerebrus went out, I think it was maybe a $40 billion valuation, a couple billion dollar raise.
Dave BlundinPANELIST
Now we're talking about a $2 trillion valuation and a $100 billion raise.
Dave BlundinPANELIST
So raising more money on IPO day than the entire valuation of Cerberus when it went out, which was just, what, a year, year and a half ago, if that.
Charlie SpearsHOST
Jensen invests billions into OpenAI.
Charlie SpearsHOST
OpenAI then starts making jalapeno, invests in Cerebras, and buys Google TPUs.
Charlie SpearsHOST
It's the meme of the kid.
Charlie SpearsHOST
Jensen's saying, congrats, happy for you, nice, etc.
33 MINS LATER
Charlie SpearsHOST
Well, okay, I mean, Jensen does have to be feeling a little bit like this tweet from Negligible Capital.
Charlie SpearsHOST
Jensen invests billions into OpenAI.
Charlie SpearsHOST
OpenAI then starts making jalapeno, invests in Cerebras, and buys Google TPUs.
Charlie SpearsHOST
It's the meme of the kid.
Ward AhmedHOST
I'll give you one
Abdul Majid AwanHOST
example of Cerebrus just before we move on.
Abdul Majid AwanHOST
And that shows you that throughout the world, whenever any company IPOs, the big seven, even Meta IPO, their share price fell by 50% in the first six months.
Abdul Majid AwanHOST
Cerebras is one company which is back.
LedgeHOST
I don't claim to understand that.
LedgeHOST
But what it means if you have the custom chips, and we've seen the Cerebras optimized chips for OpenAI.
LedgeHOST
And what it means to have access to AI or to compute, which is really, really, really fast.
LedgeHOST
OpenAI calls it ultra fast.
Jessica EttingerHOST
It's down 11 points this afternoon.
Jessica EttingerHOST
Shares of NVIDIA, Qualcomm and Cerebra Systems are all lower.
Jessica EttingerHOST
The other chip makers seem to be higher.
Jessica EttingerHOST
It's a split picture.
Sam AltmanSOUNDBITE_SPEAKER
And GPT-6 was one of those moments where I think the models took a step forward all at once, both in terms of their ability to discover new knowledge to do very hard things, but also for people's ability to work with the models and get substantial pieces of work done at a rate that they never could before.
Seema ModyCORRESPONDENT
Altman also calling its jalapeno chip the best in inference, revealing that it will run on Oracle's cloud infrastructure, as will Google TPUs and Cerebrus's AI chips.
Seema ModyCORRESPONDENT
By the way, Cerebrus seeing its stock pop by around 7% on the news.
Seema ModyCORRESPONDENT
Scott Altman's showing up here at Oracle AI World is significant.
Seema ModyCORRESPONDENT
It comes at a crucial time for the company, which is in the midst of a very capital-intensive data center build-out while also facing fresh questions about its financing methods.
Oliver MatthewHOST
And there were also multiple collaboration announcements ahead of Oracle AI World 2026.
Oliver MatthewHOST
That's the investor day starting on Wednesday, with companies presenting including Google, NVIDIA, OpenAI, Cerebrus, Snowflake, and ADT.
Oliver MatthewHOST
And finally, there was also some news from ASML, the European lithography company, which is heavily involved in the AI build-out, announced they are increasing their revenue target for next year.
Oliver MatthewHOST
Otherwise, it was a fairly quiet session ahead of what's going to be a massive tail end of the week.
Jessica EttingerHOST
Up 308 points, more than 1%.
Jessica EttingerHOST
Chipmakers like Cerebrus up 10%.
Jessica EttingerHOST
Broadcom up 4%.
Jessica EttingerHOST
AMD up 5% most in the green.
Sherry StewartNARRATOR
Stocks of some AI companies that went public this year have wilted.
Sherry StewartNARRATOR
Shares of Cerebrus, a Silicon Valley maker of AI chips, has fallen roughly 40% from their offering price in May.
Sherry StewartNARRATOR
Shares of Accelavation, an AI infrastructure company, are trading about a third lower than their $18 offering price in September.
Sherry StewartNARRATOR
Elon Musk's SpaceX, which went public in June, has also fallen far from its peak, though it remains roughly 9% above its offering price.
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