Actualités

Cerebras Systems (NASDAQ:CBRS) and OpenAI executives used a Paris technology event to outline the companies’ expanding infrastructure partnership, emphasizing faster AI inference, enterprise adoption of agents and a new European data center build-out. Andrew Feldman, CEO of Cerebras, said the compa

The latest analyst update on Cerebras Systems includes a modest reset in its modeled fair value, with the estimate moving from about US$299.30 to about US$291.09. That shift comes as analysts reassess the balance between enthusiasm for Cerebras Systems' wafer scale AI hardware, large OpenAI and Amazon Web Services commitments, and concerns around execution, concentration risk and recent volatility. In the sections ahead, you will see how these changing assumptions shape the evolving narrative...

Cerebras Systems (NasdaqGS:CBRS) has announced a major expansion of its European AI infrastructure and manufacturing footprint. The company plans its first European data centers across France and the Nordics to address regional AI compute demand. Cerebras is working with Flex to target a sevenfold increase in production capacity for its CS-3 wafer scale AI chips. Cerebras Systems focuses on wafer scale AI hardware and infrastructure aimed at high intensity workloads for enterprises, cloud...

This AI leader revealed two different growth plans this year in the U.S. and abroad.

Shares of global manufacturing solutions provider Flex (NASDAQ:FLEX) jumped 7.8% in the afternoon session after the company announced an expanded manufacturing partnership with Cerebras Systems to scale production of advanced AI supercomputers in the United States.

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

France, Norway, and Finland data centers will serve European enterprise demand

Cerebras Stock Gains as AI Chip Firm Targets 200MW Europe Expansion

American AI chip startup Cerebras accelerates its European expansion with 200MW of AI compute capacity by the end of 2027, challenging sector behemoth Nvidia as it highlights "extraordinary" demand across the continent.View on euronews

A solar giant is growing like a startup, yet its stock is priced as if the sun is about to set. What does the market see that the numbers don't.

CBRS' wafer-scale AI chip story is gaining cloud and partner traction, but delivery obligations, margin pressure and data-center limits remain key tests.

(Bloomberg) -- Chip startup SambaNova Systems Inc. has raised $1 billion at an $11 billion valuation, underscoring investors’ conviction in rising demand for infrastructure tied to artificial intelligence.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthUS Strikes Iran and Blocks Oil Sales, in New Test of TruceChina Sentences Officia

CBRS faces pressure from margin declines and execution risks, even as AI demand, cloud growth and OpenAI and AWS partnerships support prospects.

Insiders at Alibaba, Cerebras Systems and CoreWeave have sold AI-related shares recently, with CoreWeave's $3.27 billion Q2 total raising the most concern among the three companies.

Digi Power X disclosed $155 million in cash with no long-term debt, said its Alabama AI data center campus remains on schedule, and confirmed its first AI-related revenues.

Cerebras Systems (CBRS) is back in focus after its Q1 2026 earnings release and call on June 23, where the AI infrastructure company paired sharp year-over-year revenue growth with a narrower net loss. See our latest analysis for Cerebras Systems. Despite the strong Q1 revenue update and high profile partnerships with OpenAI and Amazon, Cerebras Systems’ share price return is under pressure, with a 1 day move down of 6.27%, a 7 day share price return down 11.17%, a 30 day share price return...

Chipmaker Cerebras’ stock has fallen sharply after its mega IPO two months ago.

Prominent AI investor Gavin Baker believes that the current hardware cycle is fundamentally different from past tech bubbles.

Data center provider Csquare is targeting a valuation of up to $4.18 billion in its U.S. ‌initial public offering, riding a wave of investor enthusiasm ‌for companies expected to benefit from the AI boom. The Dallas-based company said on ​Monday it aims to raise up to $1.35 billion in the IPO by offering 50 million shares at $23 to $27 apiece. New listings in the U.S. have picked up after geopolitical tensions briefly cooled ‌issuance earlier this year, ⁠while surging demand for AI computing infrastructure has boosted investor interest in data center operators.

(Bloomberg) -- Csquare Inc., a data center company backed by Brookfield Corp., is seeking to raise as much as $1.35 billion in a US initial public offering.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutThe company is

Cerebras Systems Inc. (NASDAQ:CBRS) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted that he warned against the stock when it was hot, as he said: We’ve had plenty of cautionary tales from the IPO market. Take Cerebras Systems, please, which […]

This AI chipmaker and cloud services provider has a bright future.

OpenAI and Anthropic appear uniquely positioned to become the market's next blockbuster listings.

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Cerebras Systems (NASDAQ:CBRS) ranks #9 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: N/A Cerebras Systems (NASDAQ:CBRS) is an AI chipmaker that sells Wafer-Scale Engine (WSE-3) processors. Its customers are OpenAI and […]

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Digi Power X Inc (NASDAQ:DGXX) ranks #7 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 11 Digi Power X Inc (NASDAQ:DGXX) is an energy infrastructure and AI data center company. It makes […]

Despite recent pullbacks, Palantir and Cerebras continue to post impressive growth.

Cerebras Systems Inc. (NASDAQ:CBRS) is one of the most promising future stocks to buy right now. Cerebras Systems Inc. (NASDAQ:CBRS) received several rating updates following the release of its strong fiscal Q1 2026 results. Morgan Stanley lifted the price target on the stock to $273 from $250 on June 24 and maintained an Overweight rating on […]

Cerebras Systems Inc. (NASDAQ:CBRS) ranks among the AI stocks beyond NVIDIA that could surge in 2026. On June 23, Cerebras Systems Inc. (NASDAQ:CBRS) disclosed first-quarter 2026 results, with a GAAP revenue of $193.4 million, rising 94% year-over-year and 13% sequentially. Hardware revenue came in at $110.6 million, jumping 59% year-over-year, while cloud and other services […]

Cathie Wood Loads Up on AI Winners as She Cuts Roku and China Exposure

Cerebras Systems has slipped around 29% year to date, and with a mixed valuation score and an inconclusive read from market multiples, investors are weighing how much of the AI growth story is already reflected in the share price. The roughly 29% year to date decline suggests expectations have cooled after the post IPO enthusiasm, even as the business remains closely tied to AI compute demand. Major AI compute partnerships can support long term revenue potential, but pressure on profit...