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Cerebras Systems (CBRS) Lands $20 Billion OpenAI And AWS Partnerships After IPO
Simply Wall St.53d agobullish
Cerebras Systems (CBRS) Lands $20 Billion OpenAI And AWS Partnerships After IPO

Cerebras Systems (NasdaqGS:CBRS) announced multi-year partnerships with OpenAI and Amazon AWS valued at over US$20b. The deals focus on delivering high-speed AI inference capabilities across OpenAI and AWS workloads. This is the first financial reporting period for Cerebras since completing what it describes as the largest semiconductor IPO of all time. Cerebras Systems is positioning its wafer-scale chips and systems in the middle of rising demand for AI inference capacity from large cloud...

Investing.com53d agobearish
Cerebras Q1 EPS miss sends shares down 9% after-hours

Investing.com -- Shares of Cerebras Systems tumbled over 9% in after-hours trading Tuesday after the newly public chipmaker served up a mixed bag for its first quarter of 2026. While the self-proclaimed builder of "the world's fastest AI infrastructure" beat revenue expectations of $180.8 million with a $193.4 million haul, it missed the mark on the bottom line, reporting earnings of $0.22 per share versus analysts' consensus expectations of a $0.16 per-share loss.

Cost of AI Buildout Hurts Cerebras Outlook
The Wall Street Journal53d agoneutral
Cost of AI Buildout Hurts Cerebras Outlook

Cerebras Systems said it expects to keep operating at a loss through year-end, pointing to the heavy costs to build out artificial intelligence. The company projected full-year core operating margins, which exclude certain items, of between negative 28% and negative 32%.

Bloomberg53d agoneutral
Cerebras Gives 2026 Sales Outlook That Disappoints Investors

(Bloomberg) -- Cerebras Systems Inc., a newly public chipmaker aiming to compete with Nvidia Corp. in AI computer components, gave an annual sales forecast that disappointed investors looking for the company to take a bigger slice of the market.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volati

Cerebras quarterly revenue nearly doubles in first report post-IPO
Reuters53d agobearish
Cerebras quarterly revenue nearly doubles in first report post-IPO

Cerebras Systems's first-quarter revenue nearly doubled, its ‌first financial update since going ‌public showed on Tuesday, as it benefited ​from robust enterprise demand for its specialized AI chips. Cerebras is poised to benefit from rising demand ‌for high-speed ⁠processing to train AI models and particularly for AI ⁠inference, or the process of running the models in real time. The ​chip designer ​is focused ​on inference, the ‌process by which AI systems respond to user queries, and has tied much of its growth to OpenAI, including a $20 billion multi-year ‌deal under which ​the ChatGPT creator ​will deploy ​750 megawatts of Cerebras ‌chips.

Latest News In AI Chips - MEXC Expands Access To Tokenized Stock Trading Globally
Simply Wall St.57d agoneutral
Latest News In AI Chips - MEXC Expands Access To Tokenized Stock Trading Globally

MEXC has introduced nine Ondo tokenized stock trading pairs on its platform, providing users with on-chain access to real-world equity exposure in critical technology sectors, including AI, semiconductors, and optical communications. This development highlights the inclusion of AI inference hardware company Cerebras Systems and companies like Corning in optical communications. The tokens are managed by licensed broker-dealers, offering benefits such as 24/7 accessibility without geographical...

Jim Cramer on Cerebras: “Even After the Pullback, This One’s Too Rich for Me”
Insider Monkey59d agoneutral
Jim Cramer on Cerebras: “Even After the Pullback, This One’s Too Rich for Me”

Cerebras Systems Inc. (NASDAQ:CBRS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. Cramer discussed the company’s post IPO rally, as he stated: Finally, let’s talk about Cerebras Systems, which makes enormous ultra-fast semiconductors to handle AI inference workloads. It’s supposed to […]

Bloomberg59d agoneutral
Billions in SpaceX Trades Jolt ETFs Including Cathie Wood’s ARKK

(Bloomberg) -- A series of unusual multibillion-dollar flows has rippled through the exchange-traded fund market in the past week, suggesting some major investors used a contentious method to get exposure to the initial public offering of SpaceX. At least one fund manager placed temporary restrictions on its product in a bid to curb the practice.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy

Cerebras (CBRS) Lands OpenAI Deal And Amazon Partnership In AI Infrastructure
Simply Wall St.60d agobullish
Cerebras (CBRS) Lands OpenAI Deal And Amazon Partnership In AI Infrastructure

Cerebras Systems (NasdaqGS:CBRS) has secured a multi billion dollar deal with OpenAI. The company has also announced a partnership with Amazon, expanding its role in AI infrastructure. These announcements highlight fresh commercial traction with major AI and cloud players. Cerebras Systems focuses on purpose built AI compute, aiming to serve workloads that require intensive training and inference. The recent agreements with OpenAI and Amazon place the company directly alongside leading AI...