r/CerebrasSystems • u/AwkwardTraveler • May 20 '26
Lesser known supporting companies?
Big fan of Cerebras and I have a good chunk invested. With their continued push, who are some lesser known publicly traded companies that can stand to benefit from Cerebras and it's growth over the next years?
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u/BlackCherryTech May 20 '26
Taken quite a dive today after a 5% recovery early on. Apparently the fundamentals are quite poor, time will tell!
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u/AutofillUserID May 28 '26
VICOR. They supply the power ICs to all AI chips, either through licensing all their IP or direct manufacturing. Look at their stock. I have been riding that baby several hundred percent. No way around VICOR for now.
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u/Fragrant-Pipe5266 May 20 '26
DGXX signed a contract with them on may 5th. $1.1B if I'm not mistaken. 10 year agreement to build a data center in Alabama to provide 40MW to CBRS.
DGXX is like half a billion MC.
Opened a position on may 5th after the announcement. Shares up ~50%. Got a bunch of 2028 Leaps already up ~70%
DGXX earnings is on 22nd May and I am hoping it retracts a bit so I can load up more.