Cerebras Systems

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Cerebras Systems Inc., headquartered in Sunnyvale, California, develops semiconductors, supercomputers, and related software to power artificial intelligence deep-learning applications such as inference engines. Products include its wafer scale engine (WSE)-3 semiconductors, its CS-3 supercomputers, and its "AI inference cloud" and "AI training cloud" APIs, which allow users to access the company's computing power without buying its hardware. The company also builds data centers using its processors and supercomputers to provide cloud computing services directly to clients. Measuring 215 mm (8.5 in) squared, the company's WSE-3 semiconductors are currently the largest AI semiconductors ever built. They take up entire silicon wafers and use wafer-scale integration and switched fabric. This reduces latency and interconnect bottlenecks compared to GPU clusters. They use static random-access memory, as opposed to dynamic random-access memory. Cerebras semiconductors and computer systems are much more powerful than those of competitors; however, they have disadvantages due to their large size, 25kW power draw, and cost of as much as $3 million per node. The company has 4 major customers: the Mohamed bin Zayed University of Artificial Intelligence (62% of 2025 revenues), G42 (24% of 2025 revenues), OpenAI (signed in 2026), and Amazon Web Services (signed in 2026). Cerebras has offices in Sunnyvale, San Diego, Toronto, and Bangalore, India. Its semiconductors are manufactured by TSMC, currently the only company that has the ability to manufacture Cerebras chips. The company's primary competitors for its hardware are Nvidia, AMD, Intel, and Broadcom and the company's primary competitors for its cloud computing services are Amazon Web Services, Microsoft Azure, Google Cloud Platform, Oracle Corporation, and CoreWeave.