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$CBRSB IS UNDER PRESSURE — HERE’S WHAT THE MARKET IS WATCHING
Cerebras ($CBRS) has come under heavy selling pressure as two major developments collide: a large wave of newly unlocked shares and fresh questions around its relationship with OpenAI. 👀
📉 THE SHARE UNLOCK
Around 19.4 million Cerebras shares became eligible for trading as part of the company’s staggered IPO lockup releases.
And the pressure may not end there — additional large unlocks are scheduled for October 14 and October 28, potentially bringing more shares into the market.
🤖 THEN CAME THE OPENAI HEADLINE
A SemiAnalysis report claimed that OpenAI’s new GPT-6.1 Sol Ultrafast tier may be using Nvidia GPUs instead of Cerebras hardware.
Important: this has not been publicly confirmed by OpenAI or Cerebras, so the hardware setup remains a key point for investors to watch.
⚡ BUT THE CEREBRAS–OPENAI LINK IS REAL
OpenAI previously announced that GPT-5.6 Sol Ultrafast is powered by Cerebras, reaching up to 750 output tokens per second.
🔥 NOW THE BIG QUESTIONS
• Can $CBRS absorb the upcoming share unlocks?
• Will OpenAI continue expanding its use of Cerebras?
• How much selling pressure could the next unlocks create?
• Can Cerebras strengthen its position against Nvidia in AI inference?
The AI-chip race is getting more competitive — and the next few weeks could reveal whether this is simply temporary market pressure or the start of a bigger shift.
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