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Cerebras Systems

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OpenAI Partners With Cerebras For 750 MW Computing Power Deal Through 2028
The deployment will roll out in multiple stages starting in 2026 and make it the largest high-speed AI inference deployment in the world, Cerebras said.
Stocktwits·1mo ago
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Why Gavin Baker Thinks Nvidia’s Groq Deal Is Bad News For Many AI Chip Firms
Nvidia’s Groq deal underscores a narrowing field for independent AI chipmakers, according to Gavin Baker.
Stocktwits·2mo ago
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Palo Alto Slides As Analysts Slash Price Targets Post Q3 Print, But Retail Is Buoyant
Analysts trimmed price targets due to softer recurring revenue growth and cautious longer-term outlooks amid evolving AI strategies.
Stocktwits·9mo ago
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