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Nebius has surged to a 3x revenue advantage in just two years, while Cerebras hit a rare stumble last quarter.

Cerebras Systems Inc (NASDAQ:CBRS) shares are rising Tuesday, pushing back toward a key pivot level within a wide, well-defined range the stock has swung through repeatedly since late July.

Cerebras Systems is rated Sell due to high customer concentration, dilution risk, and competitive threats from Nvidia. Click for more on CBRS.

Cerebras delivers rapid revenue growth and boasts a $25.4B RPO, providing rare visibility for a company of its size. Learn why CBRS stock is a hold.

Cerebras Systems (NASDAQ:CBRS) plans to supply AI chips and computing systems with capacity to consume approximately 100 megawatts of power to cloud computing startup Gimlet Labs, the companies said on Monday. Gimlet plans to use the Cerebras hardware to provide computing capacity for artificial intelligence inference, the process through which AI models generate responses to user requests.

Deployment Combines Cerebras Wafer-Scale Compute with Gimlet’s Inference Cloud to Deliver Up to 3,000 Tokens per SecondSAN FRANCISCO and SUNNYVALE, Calif., Sept. 28, 2026 (GLOBE NEWSWIRE) -- Gimlet Labs and Cerebras Systems (NASDAQ: CBRS) today announced a collaboration to deliver a new class of ultrafast AI inference at massive scale. The collaboration brings together Cerebras’ wafer-scale compute with the Gimlet Cloud to deliver a purpose-built disaggregated inference cloud spanning datacenter

Tiger Global Management is a New York investment firm run by Chase Coleman III, who trained under Julian Robertson at Tiger Management before launching his own fund. Tiger Global’s latest 13F showed the fund opened nine new positions during the quarter, including two major AI names. The largest of them is Cerebras Systems Inc. (NASDAQ:CBRS). […]

Detailed price information for Adv Micro Devices (AMD-Q) from The Globe and Mail including charting and trades.

TXN pairs broad chip-demand recovery, margin expansion and strong cash flow with a lower P/S multiple than fast-growing, loss-making CBRS.

The waves of new supply get bigger from here, and the last one comes with a hard deadline.

Key TakeawaysCerebras’s own core gross margin fell to 40. 6% in Q2 2026 from 46.

CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.

IPOs get plenty of press, and rightly so. They are the lifeblood of the markets, bringing new opportunities and new capital into the stock ecosystem. But IPOs also bring hard choices and counter-intuitive results, and those deserve a closer look. To start with, long-term analysis shows that most IPOs will actually underperform compared to their first day on the market. That first day benefits from high valuations and even higher levels of investor enthusiasm – but enthusiasm will wear off, and b

After losing half its value, is the AI computing specialist's stock finally cheap enough to buy?

One profitable hardware maker with a negative cash burn versus a hypergrowth cloud provider drowning in red ink, both betting on AI infrastructure dominance.

Cerebras Systems has seen its share price fall sharply so far in 2026, which puts a spotlight on whether the current valuation still lines up with what the balance sheet can support. With the stock under pressure, investors are increasingly asking how much today’s price rests on its book value rather than pure growth optimism. The share price is down 41.7% year to date, which makes the link between the current market value and Cerebras Systems' underlying net assets a much more pressing...

Detailed price information for Alphabet Cl A (GOOGL-Q) from The Globe and Mail including charting and trades.

Cerebras has grown revenue 2.5x over eight quarters, while BigBear.ai has stalled — a widening gap that signals very different competitive positions.

Cerebras has grown revenue 2.5x over eight quarters, while BigBear.ai has stalled — a widening gap that signals very different competitive positions.

Cerebras (CBRS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Cerebras holds $25.4 billion of RPO, but only 22% should convert into revenue through June 2028. Find out why CBRS stock is a buy.

Cathie Wood just loaded up on three stocks, spanning different corners of the AI chip market.

Baron Asset Fund initiated a position in Cerebras Systems Inc. following its IPO. Read the full analysis for more details.

The AI computing specialist's latest results were strong. The real story is a backlog worth almost 29 times this year's expected revenue.

Coatue Management’s Q2 filing disclosed a new position in Intel and, for the first time, a reportable position in newly public Cerebras. Coatue reported 12,084,027 Intel shares and roughly 7.01 million Cerebras shares at June 30. Intel Corporation (NASDAQ:INTC) offers manufacturing and established distribution, while Cerebras Systems Inc. (NASDAQ:CBRS) offers a radically different wafer-scale architecture. […]

Anthropic's unusual IPO plans could make one overlooked detail more important than the reported size of the offering.

Seven-year service orders support the phased Mikkeli build, which could bring up to €1.7 billion of regional investment and 250 permanent jobs.

Facility backed by seven-year contracted capacity agreement and estimated €1.0–1.7 billion in regional investment for local development and employmentMIKKELI, Finland, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Cerebras Systems (NASDAQ: CBRS) today announced a new AI data centre in Mikkeli, Finland, developed in partnership with Compute Nordic Finland. The facility will scale in phases to 165 MW of contracted IT capacity to deliver high-density AI compute with construction on the initial 50 MW phase alr

Cerebras Systems (NasdaqGS: CBRS) introduced its CS-4 next generation AI accelerator for data center workloads. The company highlighted technical and economic advantages of the CS-4 compared with prior Cerebras hardware. Cerebras announced a partnership with Callosum focused on agentic inference workloads and scaling AI compute. This move by Cerebras Systems is part of a much wider build out in AI infrastructure, and there are many other stocks exposed to the same theme that you may want to...

Cerebras Systems stock has fallen sharply year to date, yet current valuation checks suggest the shares now look closer to fairly priced rather than clearly cheap or expensive. The share price is down 42.4% year to date, which pulls attention onto whether recent weakness has already adjusted expectations enough. The launch of the CS-4 accelerator and the new Callosum partnership can support higher growth expectations, while execution risk around scaling this AI hardware and software...

The order book that makes Cerebras look de-risked came from a single deal, and the hyperscaler partnerships meant to broaden it are not yet producing revenue.

Cathie Wood added another 93,290 Cerebras shares worth about $17.2 million.

Cerebras gains the edge over AMD with faster growth, $25.4B in RPOs and expanding AI capacity, despite profitability and customer concentration risks.

Detailed price information for Cloudflare Inc Cl A (NET-N) from The Globe and Mail including charting and trades.

Cerebras Systems stock is down 37% post-IPO amid valuation, lockup, and revenue concerns. Click here to read this latest analysis of CBRS stock.

Find out why Andrew Feldman made TIME’s list of the most influential people in artificial intelligence