Added to YB: 2026-09-14
Pitch date: 2026-09-10
CBRS [bullish]
Cerebras Systems Inc.
Author Info
No bio for this author
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
$46.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-127.51
P/E
-30.99
EV/Sales
59.02
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Cerebras (CBRS): Deepdive on the World's Fastest AI Chip
CBRS: Cerebras offers differentiated high-speed AI inference through wafer-scale chips, with CS-4 doubling tokens per second and potential token revenue at roughly CS-3’s cost. Shares near $200 remain far below their $350 IPO open despite a $20B+ OpenAI agreement and AWS distribution. The trade-off is extreme concentration — OpenAI supplies 80%+ of revenue — plus unchanged 44GB SRAM capacity, Nvidia competition and reliance on TSMC.
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