Added to YB: 2026-06-26
Pitch date: 2026-06-24
CBRS [neutral]
Cerebras Systems Inc.
Author Info
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Company Info
Cerebras Systems Inc. operates as an artificial intelligence infrastructure company. It designs and manufactures an AI compute platform that comprises of proprietary systems and software that is delivered in racks for deployment in data centers up to supercomputer scale.
Market Cap
$49.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-619.60
P/E
159.59
EV/Sales
85.89
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Cerebras June 2026 Earnings
CBRS (update): Author long despite calling mgmt 'clowns.' Ultrafast inference niche with infinite TAM, but fatal flaws: WSE-3 lacks FP8/FP4, KV cache competes w/ model weights in SRAM, terrible I/O blocks NAND offload, ~20% packaging yield = 42% GM (vs Nvidia 72%). ASP ~$700-850K/rack. Watch WSE-4 FP support, face-to-face I/O, yield roadmap.
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