News tagged Cerebras at DIGITIMES

NEWS TAGGED CEREBRAS

Friday 13 November 2026

Cerebras lifts third-quarter revenue 55% as cloud inference overtakes hardware sales

Cerebras Systems has become more of a cloud inference business than a hardware supplier. In the third quarter ended September 30, 2026, the company reported record GAAP revenue of...

Friday 30 October 2026

Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute

Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...

Wednesday 28 October 2026

Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals

Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor...

Wednesday 14 October 2026

Cerebras CEO reveals the capacity shortfall behind OpenAI's turn to Nvidia GPUs

Cerebras Systems' shortage of data centre capacity was a key reason OpenAI turned to Nvidia GPUs to expand services for its next-generation models, co-founder and CEO Andrew Feldman...

Tuesday 6 October 2026

Cerebras' stock slide stops after Sam Altman calls it 'close partner'

Cerebras' stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing...

Tuesday 29 September 2026

Cerebras to power Gimlet's push for faster AI inference

Cerebras Systems is expanding its push into AI inference infrastructure through a collaboration with Gimlet Labs, as demand grows for computing systems capable of delivering faster...

Wednesday 19 August 2026

Cerebras' CS-4 rack combines three wafer-scale processors, claims 2x gain over CS-3

Cerebras Systems on Tuesday announced the CS-4, a rack-scale AI accelerator the company says is up to twice as fast as its current CS-3 system and up to 30 times faster than GPU-based...

Tuesday 18 August 2026

Commentary: AMD's Taalas acquisition echoing Jensen Huang's Groq strategy

On February 20, 2026, Canadian AI chip startup Taalas unveiled its HC1 inference chip. Taalas said the chip ran the Llama 3.1 8B model...

Monday 17 August 2026

AMD eyes Taalas: will the system ditch HBM, advanced packaging, 3D stacking?

The AI compute landscape was jolted in February 2026 by Taalas, a Canadian startup founded by former AMD and NVIDIA architect Ljubisa Bajic. Emerging with an unconventional "Model-Based"...

Friday 14 August 2026

Cerebras raises 2026 outlook as hardware sales weaken

AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...

Wednesday 1 July 2026

Tenstorrent's Jim Keller says startup will outpace Cerebras as AI chip competition intensifies

AI chip competition is widening beyond raw performance, a shift that matters for global cloud providers, device makers, and investors...

Wednesday 24 June 2026

Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration

Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on...

Wednesday 24 June 2026

Cerebras bets on speed as a product, racing to add data center capacity through 2027

Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...

Wednesday 24 June 2026

Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins

Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing...

Friday 12 June 2026

SuperAI Singapore: Arm and Cerebras push system-wide fixes to cut inference AI bottlenecks

Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway...

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APD Opens Shenzhen Facility, Advancing Dual-Plant Integration and Smart Manufacturing

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