Cerebras

No single number decides. Layers can disagree — that's the point. New to this? →

The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• TLS certificate transparency 4 signals · latest 2026-10-10
• HuggingFace model uploads 1 signal · latest 2026-07-23
• SEC Form D — secondary demand 7 signals · latest 2026-06-04
• Federal contract awards 5 signals · latest 2025-06-18
• Federal research grants 1 signal · latest 2025-01-18

See the full track record →

• neutral fact_claim Chamath Palihapitiya

  So the headline number, I believe, is like $10 billion over some number of years, like three or four years.

• mixed fact_claim Unattributed

  if you go back to the first time it tried to list, it had interesting revenue, interesting margins, but essentially one customer, G42, right? The company has then took its IPO back, waited a couple of years, did a lot of work, expanded its partners, expanded its customer base. It's still pretty heavily weighted right now towards the Middle East, but the company has done a lot of big deals so far this year. So a 750 megawatt deal with OpenAI in January, signed a deal with Mistral in February, col

• bearish criticism Unattributed

  I don't believe they're doing it.

• neutral fact_claim Unattributed

  at $34.4 billion, which is its simple valuation at $160 per share, that's 50X run rate. At $48.8 billion, it's 71 times.

• neutral fact_claim Unattributed

  Cerebras reported $171.4 million in revenue in Q4 of last year, the most recent number we have. On a run rate basis, that's $686 million.

• neutral fact_claim Unattributed

  the company's simple and fully diluted valuations at its $150 to $160 price could be as much as $34.4 billion or $48.8 billion.

• bullish assessment Unattributed

  Cerebras... has raised its IPO price range... from $115 to $125... all the way to $150 to $160 per share, an enormous reprising of this IPO before it goes out, which frankly, very bullish. You love to see it. We could use a big winner of an IPO right now.

• neutral fact_claim David Sacks

  going to host their own version of r1 grok has a version r yeah we have one cerebris just rolled

• bullish endorsement Unattributed

  congrats to cerebras they deserve it

• bullish fact_claim Unattributed

  they now have a huge deal with cerebras

• bullish assessment Chamath Palihapitiya

  man their inference is blazing fast again back to what we talked about last week because when you have the compute and the memory in the same place physical distances are now minimized and the complexity is minimized so you just have incredible speed

• bullish fact_claim Unattributed

  open ai has struck another compute deal this one's worth over 10 billion open ai is buying compute capacity from cerebras

VentureSignalScore 66.8/100 for cerebras, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage