Professional
Added to YB: 2026-09-22
Pitch date: 2026-06-30
CBRS [bullish]
Cerebras Systems Inc.
-3.24%
current return
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
$47.1B
Pitch Price
$215.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
-129.15
P/E
-31.34
EV/Sales
59.78
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Asset Fund New Portfolio Holding: Cerebras Systems Inc.
CBRS: The thesis is that Cerebras has developed a differentiated AI-accelerator architecture for fast inference, a niche on track to become a sizable part of the broader inference market as applications and agents demand more tokens per second. Commercial validation includes a $20 billion OpenAI contract for a 750-megawatt Cerebras data center, with optional expansion by another 1.25 gigawatts; Cerebras is pursuing both systems sales and cloud services.
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