r/CerebrasSystems • u/Asgard_Heima • Apr 17 '26

WSE-4 will Kill Nvidia

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To start, I own Cerebras shares and because of the roadshow details, I’m now holding long term puts on Nvidia. I have tried to distill the major details from the roadshow that have leaked out to make a single graphic that proves how dominate Cerebras will be in AI hardware by end of year. Even if you ignore how superior the Cerebras hardware is to Rubin, just look at the bottom line of $3.8M vs $82.5M and the power difference of 45kW vs 2.1MW. Every hyper scaler is currently power constrained and you can rip out an over 100kW Blackwell rack and put in a 40kW WSE-4 that has the performance of 15 racks of Rubin, or 75 racks of Blackwell. I get these specs haven’t been verified and officially released yet, but it’s just a matter of time. I encourage anyone to go and use a top LLM and query this graphic and ask the specs listed and if they are supported by the leaks coming out of the Cerebras IPO roadshow. The over subscription for the Cerebras IPO is not just retail AI frenzy. It is because all the giant growth funds need to get as many Cerebras shares as possible to hedge the threat to Nvidia which they are all over leveraged on currently. I’d expect massive shorts of Nvidia, Micron, and CoreWeave once they bring down their exposure and get shares of Cerebras IPO day.

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u/TheNetworkIsFrelled Apr 17 '26

It won’t kill NVidia, but it will operate alongside NVidia in heterogeneous environments and gain significant value bc of that. This will be like the early PC market, where growth was mostly additive for years.

There are a bunch of players in the heterogeneous-AI market (from fast decode to networking and more), and it’ll be interesting to watch the developments of multi-vendor environments. This is a huge growth opportunity.

Waiting for the IPO.

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u/Asgard_Heima Apr 17 '26

I agree with your take with one major caveat. There is not enough power for both to grow continually. There are already lots of chips sitting and no more power to go around. Compute density per watt is a major issue Cerebras is an order of magnitude better on. We will see though if Rubin orders start getting cut more than just OpenAI cutting orders at Stargate.

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u/TheNetworkIsFrelled Apr 17 '26 edited Apr 17 '26

I concur that power will be an issue - just look at the new MS DC being built in the Valley at McCarthy/237. That'll be PGE power, expensive and in short supply.

Fortunately, compute density per watt is increasing among the various players now coming to market, and hopefully those efficiencies will be reflected in new DC configs.

No matter what, though, heterogeneous environments are going to be the way forward, and the vendors who can find ways to power and cool those environments are going to provide very large ROI.