Cerebras
Cerebras builds wafer-scale AI chips and systems for high-speed AI inference and training, accelerating demanding generative AI workloads.
Cerebras Systems develops and deploys wafer-scale AI processors and CS-3 systems, which are designed to bypass traditional networking bottlenecks and accelerate AI workloads, particularly for large language model inference. Their technology enables significantly faster processing compared to traditional GPU clusters, and they offer cloud-based access to their wafers for inference tasks. The company has secured major partnerships, including a multi-year $20 billion deal with OpenAI to deploy 750 megawatts of its wafer-scale inference systems and integration with Amazon Web Services (AWS).
Cerebras achieved remarkable success with a $5.55B IPO in May 2026, reaching $67B market value and securing a $20B OpenAI partnership through 2028, demonstrating strong market validation. The combination of cutting-edge wafer-scale AI chips, excellent G2 rating (4.9/5), and substantial funding ($4.7B) positions it as a top-tier infrastructure provider.
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