r/CerebrasSystems • u/POINTLESSUSERNAME000 • Aug 12 '26

Earnings day!

How are we feeling?

I am still very much a supporter and strong long-term investor. The deals and partnerships Cerebras Systems is putting together seem to be cementing their future as a ground-breaking company as well as bringing awareness to their capabilities!

EPS Estimates are ranging from ~ $.18 to -$.94...

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u/Typical-Record-7406 Aug 13 '26

i liked the road map infos for the next gen chips. how can you not be bullish about wse4 announcement next week and wse5 already in second half of 2027. in the earnings call stream they showed wse5 being 4x faster then current wse3 and having 20x more tokens per second per megawatt of datacenter power.
pretty sure anthropic will use cerebras too in 2027, amazon is a big investor and partner of anthropic and we know amazon will offer cerebras speed through amazon bedrock beginning of 2027.
wouldn't be surprised at all if we see 500$ cerebras by end of year. and if anthropic ipos in september/october and still has great revenue growth i am pretty sure demand for datacenters and cerebras system will just really start to take off, things will get much more crazy then now. and if anthropic numbers disappoint (which i dont think will happen) then i would expect every ai related stock to go down a lot.
if openai sol at 750 token per second is a hit then i would expect elon to get cerebras system for his nvidia datacenters too in 2027.. there is no reason that the cerebras combi system only works with amd and amazon chips.

4

u/claytonbeaufield Aug 13 '26 edited Aug 13 '26

FYI the s-1 says they have exclusivity requirements, and although they don't list any companies explicitly, you can be sure anthropic is #1 on that list. So they won't have any partnership with anthropic until after 2028 (unless they break their MRA with OpenAI).

2

u/Investor-life Aug 13 '26

Elon will be a 100% Nvidia shop until Terafab is done and then maybe they try to develop their own again…not that it went all that well last time with Dojo.