Nvidia took the business that Cerebras wanted most. Cerebras’ stock price is down about 20% this week, reaching its lowest point since going public (CNBC).
The trigger was a report from SemiAnalysis: OpenAI’s new GPT-6.1 Sol “Ultrafast” mode, which claims to be 8 times faster than the standard version, runs on Nvidia GPUs and uses small-batch inference—not Cerebras’ wafer-scale chips.
That lands right on Cerebras’ selling point: its chips are specifically designed for “low-batch, low-latency” inference.
In January this year, it reportedly signed a compute power deal with OpenAI worth about $10 billion.
In the same week, the post-listing lockup period ended, and about 19.4 million shares held by insiders could be sold—about 8% of the total shares outstanding.
Reportedly, Cerebras closed Friday at $166.43, more than half below its closing price from its first day of trading after listing in May.
Binance’s bStocks also has a tokenized version called CBRSB.
The moat for AI chips may be shallower than what the valuation suggests. When it comes to inference, do you think Nvidia will ultimately take the whole market?
The trigger was a report from SemiAnalysis: OpenAI’s new GPT-6.1 Sol “Ultrafast” mode, which claims to be 8 times faster than the standard version, runs on Nvidia GPUs and uses small-batch inference—not Cerebras’ wafer-scale chips.
That lands right on Cerebras’ selling point: its chips are specifically designed for “low-batch, low-latency” inference.
In January this year, it reportedly signed a compute power deal with OpenAI worth about $10 billion.
In the same week, the post-listing lockup period ended, and about 19.4 million shares held by insiders could be sold—about 8% of the total shares outstanding.
Reportedly, Cerebras closed Friday at $166.43, more than half below its closing price from its first day of trading after listing in May.
Binance’s bStocks also has a tokenized version called CBRSB.
The moat for AI chips may be shallower than what the valuation suggests. When it comes to inference, do you think Nvidia will ultimately take the whole market?