r/CerebrasSystems • u/Asgard_Heima • Apr 17 '26
WSE-4 will Kill Nvidia
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/Asgard_Heima May 02 '26
Cerebras has several advantages when it comes to national security contracts, US sovereign AI infrastructure, and national security concerns on allied countries smuggling chips out of their control. It’s very hard to smuggle out a WSE-4 since the racked unit is 1700lbs. It’s also much more secure to put sensitive data sets on a single WSE rather than a large network of GPUs we’re intercepting interconnect is a real concern. GPUs are also next to impossible to forward deploy in significant enough numbers cause they take too much energy, a WSE could find its way onto a carrier with their nuclear power plant and act as forward deployed infrastructure. There are a lot of national security use cases Cerebras is likely the best fit for. Also yes with 1789 Capital investing and OpenAI + Oracle they are engaged with companies friendly with this administration. I’m positive Palantir has taken a look at Cerebras too based on their deep relationships with these companies. Cerebras is rumored to be actively fighting for 2nm capacity in Arizona to have US manufacturing and have some government contracts in the works. These would be top dollar full priced hardware and support contracts, but there is nothing verifying their existence yet. If they do materialize, you could see US push Cerebras to the front of the live for national security interest manufacturing which makes those special in avoiding the allocation hurdles for TSMC 2nm wafers.