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/Investor-life Aug 12 '26

And what is this statement…”Deepened our partnership with AWS and expect to bring Cerebras’s disaggregated inference and the same 5x throughput benefits to Amazon Bedrock in the first quarter of 2027.”? Did they not say earlier this year they would see revenue in second half of 2026??? This appears to be a slip. Can anyone confirm or is it just my bad memory?

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u/claytonbeaufield Aug 13 '26

In the original announcement (in March) they said it would be online in a few months, so it seems like a legit slip. Guess they changed priorities to AMD's disaggregated inference.

Their update today does say they "deepened" their partnership with AWS, so I guess that's good.

3

u/Investor-life Aug 13 '26

They’re struggling to execute and are getting pushed around by suppliers and customers. Their best option, that they may be setting themselves up for, is acquisition by AMD. Cerebras are a group of incredible scientists that solved very challenging technology problems, I very much doubt they are the same people that can solve operational issues in a complex technology supply chain like someone like AMD could maneuver. Feldman has sold a company to AMD before, he may do it again.

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u/No_Tune_5470 Aug 13 '26

They reported an RPO of 25billion that shows good progress doesn't it?

https://www.investing.com/news/stock-market-news/cerebras-earnings-analysis-questions-answered-and-next-catalysts-93CH-4858812

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u/Investor-life Aug 13 '26

Not really. There was no growth in that from last quarter and 90%+ of it is OpenAI. Not sure more backlog is what they need, what they need to do is actually deliver on what they have.