Cerebras Systems Inc. (CBRS)
NASDAQ (NGS) NASDAQ (NGS) Primary Summary
Cerebras (CBRS) Down 17.2% Since Last Earnings Report: Can It Rebound?
Cerebras (CBRS) reported earnings 30 days ago. What's next for the stock?
Cerebras: The Inference Bottleneck Winner
Cerebras holds $25.4 billion of RPO, but only 22% should convert into revenue through June 2028. Cloud and services revenue surged 287% YoY to $127.7 million as Cerebras increasingly monetizes inference rather than hardware. More than 600MW of secured capacity shifts Cerebras' primary growth constraint from semiconductor availability toward data center deployment.
Cerebras Has a $25.4 Billion Backlog, and One OpenAI Agreement Is Behind Much of It
Cerebras grew its second-quarter adjusted revenue 103% year over year to $209.9 million. Remaining performance obligations reached $25.4 billion as of June 30, and a significant amount of that balance traces to a December agreement with OpenAI.
Cerebras Systems Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 20 | $4,420 | $3,624.2 | -$795.8 | -18% |
 Marc Larkins Johnson & Johnson | 53,586 | $11.84M | $9.71M | -$2.13M | -18% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 2,291 | $506,310 | $415,152.11 | -$91,157.89 | -18% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21 | $4,641 | $3,795.85 | -$845.15 | -18.21% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 3,570 | $788,970 | $646,919.7 | -$142,050.3 | -18% |
Cerebras Systems Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TO Tom O'Malley Barclays | 113.28 | $23,886.13 | $20,537.07 | -$3,349.06 | -14.02% |
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Cerebras Systems Inc. Profile
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Andrew D. Feldman CEO | NASDAQ (NGS) Exchange | 15675D103 CUSIP |
| US Country | 708 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
Cerebras Systems Inc. operates at the forefront of artificial intelligence infrastructure. Founded in 2015 and headquartered in Sunnyvale, California, the company specializes in designing and manufacturing AI compute platforms. These platforms integrate proprietary systems and software, tailored for deployment in data centers, scaling from standard systems to supercomputers. The centerpiece of Cerebras’s offering is its groundbreaking wafer-scale engine—a chip that incorporates an entire silicon wafer—enabling significantly higher performance and speed compared to traditional GPUs. This innovation makes the company a vital player in meeting the computational needs of advanced AI applications such as inference and Generative AI. Cerebras's customers span various sectors including hyperscalers, foundation model research laboratories, AI-native enterprises, digital-first businesses, and those leading Sovereign AI initiatives. The company conducts its operations across multiple geographic regions including the United States, Europe, the Middle East, Africa, and various international markets.
Products and Services
- Wafer-Scale Engine (WSE):
The Wafer-Scale Engine is a cornerstone technology developed by Cerebras, forming a unique chip that packages a complete silicon wafer. This design offers unparalleled processing power and acceleration, far surpassing conventional GPU capabilities for AI workloads, enabling quicker and more efficient processing for applications like deep learning and real-time inference.
- AI Compute Platform:
This platform integrates the Wafer-Scale Engine along with tailored software and systems that provide comprehensive AI solutions. Designed for flexibility and scalability, it facilitates deployment in data centers and is adaptable to various operational requirements, whether at the level of standard computing needs or advancing towards supercomputing capabilities.
- Proprietary Software Suite:
The proprietary software produced by Cerebras is engineered to optimize the performance of its hardware offerings. This suite includes tools for model training, data management, and computational resource management, ensuring that users can take full advantage of the processing power available.
- Consultation and Integration Services:
Cerebras provides expert consultation to assist organizations in integrating their advanced AI compute platforms into existing workflows. These services include system setup, ongoing maintenance, and performance optimization, ensuring a smooth transition and maximization of the AI infrastructure investment.
- Support and Training:
To complement its technological offerings, Cerebras also provides comprehensive support and training programs for its clients. These initiatives are designed to empower businesses in effectively utilizing their AI capabilities and staying updated with new features and best practices.
