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#cerebras

@FinanceYF5: Silicon Valley AI chipmaker Cerebras has lost half its value five months after going public. Most of its $25.4 billion in orders come from OpenAI—can it be counted on? It closed at $311 on its first trading day in May and at $109 on October 30; yet it has $25.4 billion in orders, mostly from OpenAI. The contracts are real, but it has to deliver on time…

X AI KOLs Timeline ↗ · 2026-11-01 Cached

Cerebras’ share price has halved in the five months since its IPO (falling from $311 to $109). The bulk of its $25.4 billion in orders comes from OpenAI, and the article examines concerns about its ability to deliver and the competition it faces, including Nvidia’s acquisition of Groq.

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#cerebras

@rohanpaul_ai: Andrew Feldman, co-founder and CEO of Cerebras gives the best explanation of why Cerebras' wafer-scale architecture is …

X AI KOLs Timeline ↗ · 2026-10-02 Cached

Cerebras co-founder and CEO Andrew Feldman explains why the company's wafer-scale architecture claims ~2,500× faster memory-to-compute movement than GPUs during LLM decode, since Cerebras keeps model weights in on-chip SRAM rather than HBM.

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#cerebras

@sama: There is some speculation about our partnership with Cerebras. Cerebras is a close partner, and we have a deep engageme…

X AI KOLs ↗ · 2026-10-02 Cached

Sam Altman addresses speculation about OpenAI's partnership with Cerebras, confirming it as a close partnership with deep engagement focused on pushing the frontiers of speed.

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#cerebras

Cerebras Systems’ Andrew Feldman on whether AI can keep scaling at TechCrunch Disrupt 2026

TechCrunch AI ↗ · 2026-09-30 Cached

Cerebras Systems CEO Andrew Feldman will headline TechCrunch Disrupt 2026 with a talk titled 'Can AI Keep Scaling?', covering compute demand, energy constraints, and Cerebras' wafer-scale approach to AI hardware.

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#cerebras

@rohanpaul_ai: Pretty much every AI cloud runs on NVIDIA. General Compute wants to be the one that runs everything else: Cerebras, Sam…

X AI KOLs Timeline ↗ · 2026-09-29 Cached

General Compute is deploying Cerebras systems alongside NVIDIA GPUs to offer 20x faster AI inference, funded by $400M in debt, to address compute availability for developers.

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#cerebras

OpenAI prepares to expand Ultrafast API to more users (1 minute read)

TLDR AI ↗ · 2026-09-28 Cached

OpenAI is preparing to expand its Ultrafast API mode to more users, with potential broader availability during DevDay, powered by Cerebras for faster inference speeds.

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#cerebras

@wafer_ai: Wafer beat Cerebras on latency for @ycombinator's AI Office Hours. GLM-5.2 on Wafer averaged 379 ms versus 674 ms for G…

X AI KOLs Following ↗ · 2026-09-25 Cached

Wafer outperformed Cerebras on latency for YC's AI Office Hours, with GLM-5.2 achieving 379 ms versus 674 ms for Gemma 4, resulting in 44% lower latency and increased user engagement.

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#cerebras

@cerebras: https://x.com/cerebras/status/2103506859709858175

X AI KOLs Timeline ↗ · 2026-09-25 Cached

Researchers built a faster AI assistant using Qwen 3.8 27B on Cerebras with Pi harness, achieving a 19x speed improvement over existing assistants through optimized parallel checks and faster inference.

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#cerebras

@rohanpaul_ai: Andrew Feldman (Cofounder, CEO of Cerebras) talks about how building Cerebras at scale has given him a completely new a…

X AI KOLs Following ↗ · 2026-09-22 Cached

Andrew Feldman, CEO of Cerebras, discusses how building Cerebras at scale has given him a new appreciation for Jensen Huang's work at Nvidia, highlighting the grit required in leadership.

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#cerebras

@rohanpaul_ai: "Right now the level of intensity and the excitement around AI in the valley is unlike anything we've ever seen." - And…

X AI KOLs Following ↗ · 2026-09-22 Cached

Andrew Feldman, CEO of Cerebras, highlights the intense excitement around AI in Silicon Valley, with anecdotes of early morning meetings showcasing the industry's fervor.

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#cerebras

@MilksandMatcha: During an outage, every second matters. That is one of the reasons OpenAI is using @cerebras internally. @seanlie descr…

X AI KOLs Timeline ↗ · 2026-09-15 Cached

OpenAI uses Cerebras for fast inference to improve incident response and critical research during outages, as described by @seanlie.

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#cerebras

The Inference Hardware Revolution of 2026

Hacker News Top ↗ · 2026-09-15 Cached

The article analyzes the shift in AI focus from training to inference in 2026, driven by hardware innovations and strategic alliances among tech giants like Nvidia, Amazon, and Cerebras to meet growing demand.

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#cerebras

@analogalok: Operating System powered by Qwen 3.8 27B at 1950 tokens/sec! here is what 1,950 tokens/second @Alibaba_Qwen's 3.8 27b a…

X AI KOLs Following ↗ · 2026-09-13 Cached

A demonstration of an operating system powered by Qwen 3.8 27B running at 1950 tokens per second on Cerebras hardware, where the model weights act as the runtime for real-time software generation.

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#cerebras

@levidiamode: Day 248/365 of GPU Programming The Cerebras CTO has some other great talks online. For example, one from two years ago …

X AI KOLs Timeline ↗ · 2026-09-08 Cached

A social media post highlighting talks by Cerebras CTO on GPU programming and AI hardware architecture, noting their low view counts despite being informative.

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#cerebras

Qwen 3.8 27B available on Cerebras at 1500 tokens/s

Hacker News Top ↗ · 2026-09-03 Cached

Cerebras has announced the availability of the Qwen 3.8 27B model on its inference platform with a speed of 1500 tokens per second, detailing its model compression techniques such as quantization and pruning.

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#cerebras

@gabriel1: openai cerebras will change how we work, or at least some model that's extremely fast will parallel work with agents is…

X AI KOLs Timeline ↗ · 2026-09-03 Cached

The social media post speculates that extremely fast AI models from OpenAI and Cerebras will transform work by enabling parallel agents and text-based computer interactions.

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#cerebras

@MilksandMatcha: Last week, Cerebras CTO @seanliecs announced CS-4, 30x faster than the GPU. This week at #hotchips2026, Cerebras announ…

X AI KOLs Timeline ↗ · 2026-08-26 Cached

Cerebras announced the CS-5 chip at Hot Chips 2026, offering substantial performance improvements over previous generations with up to 10,000 tokens/sec/user for AI models like Gemma 4 and GPT variants. An AMA session is planned to discuss the announcements.

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#cerebras

Cerebras Says Its New Computer Boosts AI Speed Advantage Over Nvidia (3 minute read)

TLDR AI ↗ · 2026-08-19

Cerebras has released the CS-4, a new AI computer that is multiple times faster than its predecessor, claiming a speed advantage over Nvidia systems, with wider availability in the third quarter.

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#cerebras

The Deadline Dividend (13 minute read)

TLDR AI ↗ · 2026-08-18 Cached

The article explores the 'deadline dividend' concept in AI, where faster inference speeds enable more computation within time constraints, highlighted by OpenAI's Ultrafast API preview for GPT-5.6 Sol and comparisons with providers like Cerebras.

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#cerebras

OpenAI Paid $100 for a 4.2% Cerebras Stake Weeks Before Ultrafast Launch (3 minute read)

TLDR AI ↗ · 2026-08-17 Cached

OpenAI paid about $100 to acquire a 4.2% stake in Cerebras through vested warrants, weeks before previewing Ultrafast, a service tier using Cerebras hardware for up to 14 times faster inference of GPT-5.6 Sol.

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