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Cerebras

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Headlines · 6

  1. Cerebras: fast inference, slow delivery as OpenAI ties draw scrutiny

    OpenAI CEO Sam Altman recently posted on social media describing Cerebras as a partner, with the two working on the frontier of inference speed, and Cerebras shares rebounded in premarket trading; the move followed a sharp drop reportedly triggered by word that OpenAI used Nvidia chips for the Ultrafast mode of GPT-6.1 Sol. Citing disclosed figures, the article says Cerebras reported roughly $510 million in fiscal 2025 revenue, up about 75.7% year over year, with $237.8 million in net profit; second-quarter cloud revenue reached $126 million, up 52% quarter over quarter, including $56.8 million recognized from OpenAI, about 32% of quarterly revenue. It also notes about $392.8 million in negative free cash flow and a roughly $25.4 billion backlog as of end-June, of which only about 22% is expected to be recognized within 24 months and 43% in months 25–48, while the top three customers accounted for 76% of second-quarter revenue.

    MIT科技评论中文 · 🔥 0
  2. TechCrunch Disrupt 2026 unveils full Disrupt Stage lineup

    TechCrunch Disrupt 2026 runs October 13–15 at Moscone West in San Francisco, and organizers have published the full Disrupt Stage speaker lineup. Confirmed speakers include Rivian CEO RJ Scaringe, Cerebras CEO Andrew Feldman, Science Corporation founder Max Hodak, Flock Safety CEO Garrett Langley, all five Benchmark partners, and Ricursive Intelligence co-founders Anna Goldie and Azalia Mirhoseini. Day 2 (October 14) focuses on AI with speakers from Nvidia, Waabi, Flock Safety and Ricursive Intelligence; Amazon's Panos Panay will appear Thursday with new tech, alongside Bluesky CEO Toni Schneider, COO Rose Wang and Replit CEO Amjad Masad. Organizers say the event expects 10,000+ attendees, 200+ sessions, 250+ speakers and 300+ exhibiting startups, with the Startup Battlefield 200 winner receiving $100,000 in equity-free funding.

    TechCrunch AI · 🔥 0
  3. AI Data Pipeline Forum on Oct. 13 to spotlight infrastructure bottlenecks

    SiliconANGLE reports that the AI Data Pipeline Forum will be held Oct. 13 in San Jose, California, alongside the OCP Global Summit, with discussions shifting from individual chip performance to system-level bottlenecks in data supply, high-speed networking, power delivery and cooling. TheCUBE will livestream the event, hosted by John Furrier, with guests from ScaleFlux, Cerebras, Cisco, Dell and others. The piece notes ScaleFlux introduced PCIe Gen6 SSD and CXL memory controllers, FC6116 and MC600, in July, while a Dell engineer stressed modular rack-scale infrastructure that adapts to varied power and cooling setups.

    SiliconANGLE AI · 🔥 0
  4. Inside Cerebras WSE: a wafer-scale chip built to break the GPU memory wall

    A long technical analysis walks through Cerebras's Wafer Scale Engine: instead of dicing a wafer, it turns a full 300mm wafer into a 21.5cm x 21.5cm chip with 84 dies, roughly 900,000 active cores, 4 trillion transistors and about 44GB of on-chip SRAM, with claimed on-chip bandwidth of 21PB/s. The piece argues that keeping weights in SRAM next to the compute units sidesteps the HBM memory wall that leaves GPUs idle while shuffling weights for every token. It also details reticle stitching across scribe lines, whole-wafer testing and fault-tolerant routing, and a four-layer “engine block” assembly of cold plate, wafer, flexible connector and PCB (23kW peak power, vertical power delivery, microchannel liquid cooling).

    创业邦 科技 · 🔥 0
  5. SK Hynix's Solidigm targets up to $150B valuation in record chip IPO

    Reuters reported that Solidigm, SK Hynix's US subsidiary, has begun underwriter selection meetings with banks for an IPO as early as next year, targeting about $15 billion in proceeds and a valuation of up to $150 billion; SK Hynix said it is evaluating various options and has not confirmed a plan. Solidigm was created from the NAND flash and SSD business Intel sold to SK Hynix in 2020 for about $9 billion, and it pivoted to enterprise SSDs after losing more than 7 trillion won combined in 2022-2023 and exiting consumer products. SK Hynix results show Solidigm's first-half 2026 revenue of 12.25 trillion won, up 265% year on year, and net profit of 5.839 trillion won, driven by AI inference demand and rising enterprise SSD prices.

    钛媒体 · 🔥 0
  6. OpenAI rolls out GPT-6.1 Sol Ultrafast, up to 8x faster than Sol Standard

    OpenAI said its Ultrafast version of GPT-6.1 Sol is rolling out in the API, Codex and ChatGPT Work, offering what it describes as "near-Astra intelligence at up to 8x faster speeds than Sol Standard." On the API it is pay-as-you-go at $12 per million input tokens and $60 per million output tokens, six times the standard Sol rate of $2/$10, and OpenRouter said the model is live on its platform the same day. In Codex and ChatGPT Work, Ultrafast is limited to Pro 500 subscribers, qualifying pay-as-you-go Enterprise users and Edu users, and some developers reported that its token consumption is correspondingly fast.

    OpenAI (X) · 🔥 0

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