Entities / Company
Cerebras.
business
- Reports this week
- 3
- Active events
- 2
- Connections
- 87
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
Earlier this month
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A composite article detailing several distinct corporate news items from July 1, 2026, including a CrowdStrike/Cerebras deal, an AMD/Cerbras partnership, Intel earnings, and Kinder Morgan profits.Some support2 reports1 development inside
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Directors invested $3.2M in Zone, and Cerebras is expanding its operations in Minnesota and Texas.Some support1 report
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Cerebras is integrating its AI inference capabilities into Oracle Cloud Infrastructure.Some support1 report
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AMD announced an AI inference partnership with Cerebras, while also publicly challenging Nvidia in the AI infrastructure market.Well supported8 reports
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Axonica Labs, founded in Herzliya Pituah, aims to compete with Nvidia and Cerebras chips in the AI market.Some support1 report
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Andreessen Horowitz and Menlo Ventures backed a San Francisco company, while Cerebras was listed on Nasdaq and combined its Wafer Scale Engine with GPUs.Some support1 report
One to three months ago
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Cerebras objected to share inclusion in a filing, while analysts played down OKXICE tokenized stock plans amid temporary SEC relief.Some support1 report
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OpenAI announced a multi-year partnership with Cerebras, which is listed on the Nasdaq stock exchange and benefits from potential Trump-era tariffs.Some support4 reports1 development inside
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The article notes that both AMD and Cerebras are operating in the high-demand AI compute market, and Andrew Feldman is the CEO of Cerebras.Some support1 report
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Getty Images was used as the image source for an article involving Cerebras.Some support1 report
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BigBear.ai and Cerebras are currently competing for investor capital to support their operations in the AI sector.Some support2 reports
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Cerebras and QuantumScape are both targeting massive technology markets.Some support2 reports
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Ark Invest's ETFs acquired shares of Cerebras, led by Cathie Wood.Some support3 reports
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AMD, Nvidia, Cerebras, and Broadcom compete in the AI chip market, while Brookfield Asset Management funds Bloom's AI infrastructure projects.Some support3 reports3 developments inside
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Changxin Memory Technologies is seeking an IPO in the Shanghai market, alongside Cerebras, as part of the AI infrastructure build-out.Well supported4 reports
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Anthropic's financials were cited, SpaceX debuted a market model, and Cerebras priced shares amid AI infrastructure demand.Well supported4 reports1 development inside
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Anthropic is currently structuring its IPO, factoring in market signals from Nvidia and comparing its strategy to Cerebras's market debut.Some support23 reports
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Cerebras, led by CEO Andrew Feldman, is expanding its infrastructure footprint in Europe, with data center sites slated for Finland and Norway.Well supported4 reports1 development inside
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Cerebras is building a new AI data center in Mikkeli, Finland, benefiting the South Savo region.Some support2 reports
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Cerebras provides infrastructure solutions for CrowdStrike, while both companies compete in the advanced AI infrastructure market, and Cerebras serves as a customer for OpenAI's AI needs.Some support1 report
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Cerebras's company comeback hinges on new specialized chips, while OpenAI's revenue lags behind Anthropic's growth, all under the shadow of regulatory trials.Some support1 report
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Cerebras delivers faster AI than GPU-based solutions.Well supported6 reports1 development inside
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Cerebras listed on Nasdaq in May 2026, while new investment activity was reported involving Andreessen Horowitz and Open Doors Partners.Some support1 report
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OpenAI is utilizing Cerebras systems for GPT-5.6 Sol, while Basis and Jane Street are early adopters of OpenAI features.Some support2 reports
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Cerebras signed an AI compute deal with OpenAI and aims to compete with Nvidia, making its WSE available through AWS.Some support6 reports1 development inside
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An AI data center project is underway in Alabama, utilizing a US Data Center modular system.Some support4 reports1 development inside
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OpenAI revealed that its Ultrafast mode is powered by Cerebras hardware.Well supported5 reports
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Cerebras secured major contracts from OpenAI, offering alternative AI chips to established market leaders.Some support3 reports1 development inside
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The technology sector experienced volatile quarterly results on August 14, 2026.Some support1 report
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Cerebras is benchmarking its technology against market leader Nvidia, noting struggles to surpass in key markets.Some support2 reports
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Cisco and Cerebras are scheduled to report their corporate earnings on August 12, 2026.Some support2 reports
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Cerebras is based in Sunnyvale, California.Some support1 report
Gone quiet
No new reports in 90+ days-
Cerebras expanded a partnership for AI accelerator manufacturing with an unnamed company.Some support1 report1 development inside
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Cerebras is powering the software creation platform of Lovable, which is led by co-founder and CEO Anton Osika.Some support1 report
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AMD and Cerebras are competing to expand AI computing capacity to meet unique European data requirements.Well supported3 reports1 development inside
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Companies benefited from new administration policies after an interview about investments given to a publication.Some support2 reports
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CrowdStrike and Cerebras announced a strategic partnership leveraging inference speed for AIDR.Some support2 reports
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Cerebras is providing European data center capacity for OpenAI, with UBS analysts monitoring the capacity expansion announcements.Some support1 report
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SkyeChip Berhad, headquartered in Malaysia, provides custom high-speed interface IP for next-gen computing.Some support1 report
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Jim Cramer commented on Cerebras stock performance, noting that the company may benefit from potential Trump-era tariffs.Some support1 report
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Cerebras is partnering with AWS and has secured a multi-year agreement valued at over $20 billion, leading to a listing on the stock exchange.Well supported4 reports1 development inside
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Binance seeks to democratize financial opportunities, with Cerebras perpetuals pricing stock ahead of Nasdaq trades.Some support1 report
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Cerebras' SRAM use could hurt Micron's DRAM market, while OpenAI utilized Cerebras AI chips for inference, and Meta outlined its cloud business plans.Some support1 report
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Cerebras is listed on the Nasdaq stock exchange, receiving research coverage from Morgan Stanley and aggregated ratings via MarketBeat.Well supported3 reports
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Three major IPOs occurred on July 1st: Quantinuum listed as a quantum IPO, SpaceX conducted its largest IPO on Nasdaq, and Cerebras listed as the largest semiconductor IPO.Some support2 reports
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Market conditions feature negative-beta stocks relative to S&P 500 gains, while Cerebras IPO peaks amid AI-related buying bids.Some support1 report
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Amazon, Cerebras, and OpenAI signed a multi-year deal valued over $20 billion to bring AI inference to AWS.Well supported7 reports
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Reports on market debuts of tech firms involving Crunchbase and Cerebras.Some support1 report
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Morgan Stanley analyst maintains a bullish rating on Cerebras, a Sunnyvale-based company.Some support2 reports
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CEPS is now listed on the Nasdaq stock exchange.Some support2 reports
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Cerebras listed its shares on the Nasdaq stock exchange on June 25, 2026.Some support2 reports
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The UAE, specifically Abu Dhabi, has partnered with a company in India on an AI infrastructure deal, involving a supercomputer and pursuing AI sovereignty.Some support2 reports
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Cerebras CEO Andrew Feldman addressed investor concerns after the company provided its earnings report to CNBC.Some support1 report
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OpenAI, Cerebras, and Amazon Web Services signed a multi-year agreement for computing capacity and AI inferencing technology.Some support2 reports
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Broadcom, Cerebras, and Celestica are partnering on rack systems and network infrastructure, discussing successful chip design processes for ML workloads.Some support1 report
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Market indexes showed mixed performance for individual stocks on June 23, 2026, involving companies like FedEx, Nasdaq, and Cerebras.Some support1 report
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Benzinga is reporting on financial data regarding Cerebras, the company led by CEO Andrew Feldman.Well supported4 reports
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Companies including OpenAI, Cerebras, Amazon, and TSMC have formed partnerships regarding advanced compute infrastructure, with some relying on foundry capacity.Some support1 report1 development inside
No events began in the chosen period. Widen it, or reset.
What's reaching Cerebras
Events traced to Cerebras, step by step, newest first- OpenAI's data center expansion could boost Cerebras demandCerebras may see increased demand as OpenAI expands AI data center capacityPossible
- How could the push for secure enterprise AI adoption affect Cerebras?The push for secure enterprise AI adoption could plausibly increase demand for high-performance computingPossible
- BigBear.ai's federal contract wins intensify AI funding competition for CerebrasBigBear.ai's federal contract wins intensify AI funding competition for CerebrasPossible
- AI market competition may pressure Cerebras's investor capitalIncreased competition for investor capital may pressure Cerebras in the AI market.Possible
- OpenAI's Astra halt may reduce demand for Cerebras's computeThe halt of the Astra model development may reduce immediate demand for Cerebras's computePossible
Around Cerebras this week
News at the entities that move Cerebras most-
OpenAI StructuralOpenAI is in talks with BlackRock and UAE investment funds, while AI spending concerns are impacting technology stocks, including Tesla.Moves Cerebras
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AMD OperationalChip shares, including AMD, are rebounding strongly, outperforming broader equity benchmarks.Moves Cerebras
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Nvidia OperationalKrispy Kreme stock outperformed Nvidia year-to-date as of November 7, 2026.Moves Cerebras
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Amazon Web Services StructuralABB Robotics, AWS, Deloitte, and AsiaInfo released a white paper combining perspectives on robotics and cloud services.Moves Cerebras
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Amazon StructuralDemocrats gained control of both chambers of Congress while major tech companies like Amazon, Microsoft, and Meta continue to deploy AI infrastructure in the US.Moves Cerebras
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Ark Invest TransactionalArk Invest made multiple trades on November 6, 2026, buying shares of SpaceX and Nvidia while selling Broadcom.Moves Cerebras
Connections
The 40 strongest of 87, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
OpenAI Structural
OpenAI relies on Cerebras's specialized hardware as the exclusive compute backbone for its flagship models under a multi-year, $20 billion agreement.
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Andrew Feldman Structural
Andrew Feldman serves as the CEO and co-founder of Cerebras Systems.
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AMD Operational
AMD and Cerebras maintain a dual operational relationship, simultaneously partnering on AI infrastructure solutions while competing for market share in the advanced AI chip market.
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Andrew Feldman Structural
Andrew Feldman serves as the CEO and co-founder of Cerebras.
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Nvidia Operational
Nvidia and Cerebras are direct competitors vying for market share in the high-performance computing and AI accelerator market.
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Amazon Web Services Structural
AWS is integrating Cerebras' specialized AI chips into its hyperscaler data center services through a multi-year partnership.
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Nasdaq Structural
Cerebras is a publicly traded company whose existence and trading function depend on its listing on the Nasdaq stock exchange.
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Amazon Structural
Amazon integrates Cerebras's specialized AI hardware into its AWS cloud infrastructure via commercial supply agreements.
Show all 40 connections
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CrowdStrike Structural
CrowdStrike and Cerebras maintain a strategic partnership where Cerebras standardizes on CrowdStrike's Falcon platform for real-time AI security.
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Lovable Structural
Cerebras provides the core enabling technology that powers Lovable's software creation platform.
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Ark Transactional
Ark acquired a stake in Cerebras through the purchase of company shares.
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TSMC Structural
Cerebras relies on TSMC's specialized foundry capacity and specific process nodes for its manufacturing outputs.
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Ark Invest Transactional
Ark Invest has repeatedly acquired shares of Cerebras through its ETF structures.
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GPU Operational
Cerebras actively competes with GPUs while also integrating its Wafer Scale Engine with GPU solutions.
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Flex Ltd. Structural
Flex provides production scale support for Cerebras' CS-3 computing product.
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SEC Structural
Cerebras operates as a company required to comply with the regulatory framework established by the U.S. Securities and Exchange Commission.
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BigBear.ai Operational
The two companies are actively engaged in competition for investor capital within the Artificial Intelligence market.
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Groq Operational
The two companies are engaged in direct, active competition within the advanced AI hardware market.
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Marvell Technology Structural
Marvell provides Intellectual Property (IP) that is integrated into Cerebras chips for inference.
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UBS Mentioned together
UBS provides financial ratings, price targets, and market analysis covering Cerebras's performance and capacity expansion.
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CNBC Transactional
Cerebras provided its earnings report to CNBC on June 24, 2026.
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Cathie Wood Transactional
Cathie Wood is actively increasing her investment holdings in Cerebras stock.
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Harvard University Structural
Harvard University holds a stake in Cerebras, owning nearly 6% of its stock portfolio.
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Broadcom Operational
The two companies are actively competing in the machine learning workload market, evaluated against shared industry standards (WSE).
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Komin Structural
Komin holds the position of finance chief at Cerebras.
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Cerebras maintains an active partnership with the university through a current collaborative agreement.
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Snowflake Inc. Operational
The two companies are identified as major competitors operating within the advanced AI chip technology sector.
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SpaceX Operational
The companies are viewed as high-growth peers, with their market status, IPO size, and future narratives being compared and benchmarked against each other.
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Oracle Operational
Cerebras integrates its AI inference capabilities into Oracle Cloud Infrastructure.
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Micron Technology Operational
Cerebras' technology utilizing SRAM is viewed as a potential competitive threat to Micron's DRAM market.
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Anthropic Operational
Anthropic and Cerebras are noted as competitors in the AI market, particularly regarding their IPO strategies.
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Morgan Stanley Mentioned together
Morgan Stanley provides financial research coverage, including bullish outlooks and price targets, on Cerebras Systems.
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TD Cowen Mentioned together
TD Cowen initiated investment coverage on Cerebras Systems.
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Cisco Mentioned together
Both companies are discussed as participants in the AI infrastructure boom and reported corporate earnings.
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Republicans Operational
Republican administration policies have been shown to influence the financial benefits of companies like Cerebras.
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COO Structural
The COO role is employed by Cerebras.
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Zone Transactional
Zone is forecast to commence revenue with Cerebras via the Minnesota campus.
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Jim Cramer Mentioned together
Jim Cramer has discussed Cerebras's stock performance in the market.
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George Kurtz Mentioned together
George Kurtz publicly vouches for Cerebras' inference technology.
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Sam Altman Operational
Sam Altman has publicly addressed concerns regarding Cerebras's partnership activities.
History
Events by the month they beganNovember 2026
2 eventsOctober 2026
5 events- Directors invested $3.2M in Zone, and Cerebras is expanding its operations in Minnesota and Texas.
- Cerebras is integrating its AI inference capabilities into Oracle Cloud Infrastructure.
- Axonica Labs, founded in Herzliya Pituah, aims to compete with Nvidia and Cerebras chips in the AI market.
- Andreessen Horowitz and Menlo Ventures backed a San Francisco company, while Cerebras was listed on Nasdaq and combined its Wafer Scale Engine with GPUs.
- Cerebras objected to share inclusion in a filing, while analysts played down OKXICE tokenized stock plans amid temporary SEC relief.
September 2026
6 events- The article notes that both AMD and Cerebras are operating in the high-demand AI compute market, and Andrew Feldman is the CEO of Cerebras.
- Getty Images was used as the image source for an article involving Cerebras.
- BigBear.ai and Cerebras are currently competing for investor capital to support their operations in the AI sector.
- Cerebras and QuantumScape are both targeting massive technology markets.
- Anthropic is currently structuring its IPO, factoring in market signals from Nvidia and comparing its strategy to Cerebras's market debut.
- Cerebras is building a new AI data center in Mikkeli, Finland, benefiting the South Savo region.
Show 3 earlier months
August 2026
11 events- AMD, Nvidia, Cerebras, and Broadcom compete in the AI chip market, while Brookfield Asset Management funds Bloom's AI infrastructure projects.
- Anthropic's financials were cited, SpaceX debuted a market model, and Cerebras priced shares amid AI infrastructure demand.
- Cerebras provides infrastructure solutions for CrowdStrike, while both companies compete in the advanced AI infrastructure market, and Cerebras serves as a customer for OpenAI's AI needs.
- Cerebras's company comeback hinges on new specialized chips, while OpenAI's revenue lags behind Anthropic's growth, all under the shadow of regulatory trials.
- Cerebras listed on Nasdaq in May 2026, while new investment activity was reported involving Andreessen Horowitz and Open Doors Partners.
- OpenAI is utilizing Cerebras systems for GPT-5.6 Sol, while Basis and Jane Street are early adopters of OpenAI features.
- OpenAI revealed that its Ultrafast mode is powered by Cerebras hardware.
- The technology sector experienced volatile quarterly results on August 14, 2026.
- Cisco and Cerebras are scheduled to report their corporate earnings on August 12, 2026.
- Cerebras is based in Sunnyvale, California.
- Cerebras is powering the software creation platform of Lovable, which is led by co-founder and CEO Anton Osika.
July 2026
16 events- A composite article detailing several distinct corporate news items from July 1, 2026, including a CrowdStrike/Cerebras deal, an AMD/Cerbras partnership, Intel earnings, and Kinder Morgan profits.
- AMD announced an AI inference partnership with Cerebras, while also publicly challenging Nvidia in the AI infrastructure market.
- OpenAI announced a multi-year partnership with Cerebras, which is listed on the Nasdaq stock exchange and benefits from potential Trump-era tariffs.
- Changxin Memory Technologies is seeking an IPO in the Shanghai market, alongside Cerebras, as part of the AI infrastructure build-out.
- Cerebras, led by CEO Andrew Feldman, is expanding its infrastructure footprint in Europe, with data center sites slated for Finland and Norway.
- An AI data center project is underway in Alabama, utilizing a US Data Center modular system.
- Cerebras expanded a partnership for AI accelerator manufacturing with an unnamed company.
- AMD and Cerebras are competing to expand AI computing capacity to meet unique European data requirements.
- Companies benefited from new administration policies after an interview about investments given to a publication.
- CrowdStrike and Cerebras announced a strategic partnership leveraging inference speed for AIDR.
- Cerebras is providing European data center capacity for OpenAI, with UBS analysts monitoring the capacity expansion announcements.
- SkyeChip Berhad, headquartered in Malaysia, provides custom high-speed interface IP for next-gen computing.
- Jim Cramer commented on Cerebras stock performance, noting that the company may benefit from potential Trump-era tariffs.
- Binance seeks to democratize financial opportunities, with Cerebras perpetuals pricing stock ahead of Nasdaq trades.
- Cerebras' SRAM use could hurt Micron's DRAM market, while OpenAI utilized Cerebras AI chips for inference, and Meta outlined its cloud business plans.
- Three major IPOs occurred on July 1st: Quantinuum listed as a quantum IPO, SpaceX conducted its largest IPO on Nasdaq, and Cerebras listed as the largest semiconductor IPO.
June 2026
20 events- Ark Invest's ETFs acquired shares of Cerebras, led by Cathie Wood.
- Cerebras delivers faster AI than GPU-based solutions.
- Cerebras signed an AI compute deal with OpenAI and aims to compete with Nvidia, making its WSE available through AWS.
- Cerebras secured major contracts from OpenAI, offering alternative AI chips to established market leaders.
- Cerebras is benchmarking its technology against market leader Nvidia, noting struggles to surpass in key markets.
- Cerebras is partnering with AWS and has secured a multi-year agreement valued at over $20 billion, leading to a listing on the stock exchange.
- Cerebras is listed on the Nasdaq stock exchange, receiving research coverage from Morgan Stanley and aggregated ratings via MarketBeat.
- Market conditions feature negative-beta stocks relative to S&P 500 gains, while Cerebras IPO peaks amid AI-related buying bids.
- Amazon, Cerebras, and OpenAI signed a multi-year deal valued over $20 billion to bring AI inference to AWS.
- Reports on market debuts of tech firms involving Crunchbase and Cerebras.
- Morgan Stanley analyst maintains a bullish rating on Cerebras, a Sunnyvale-based company.
- CEPS is now listed on the Nasdaq stock exchange.
- Cerebras listed its shares on the Nasdaq stock exchange on June 25, 2026.
- The UAE, specifically Abu Dhabi, has partnered with a company in India on an AI infrastructure deal, involving a supercomputer and pursuing AI sovereignty.
- Cerebras CEO Andrew Feldman addressed investor concerns after the company provided its earnings report to CNBC.
- OpenAI, Cerebras, and Amazon Web Services signed a multi-year agreement for computing capacity and AI inferencing technology.
- Broadcom, Cerebras, and Celestica are partnering on rack systems and network infrastructure, discussing successful chip design processes for ML workloads.
- Market indexes showed mixed performance for individual stocks on June 23, 2026, involving companies like FedEx, Nasdaq, and Cerebras.
- Benzinga is reporting on financial data regarding Cerebras, the company led by CEO Andrew Feldman.
- Companies including OpenAI, Cerebras, Amazon, and TSMC have formed partnerships regarding advanced compute infrastructure, with some relying on foundry capacity.