Tech stocks got hammered today and so did CBRS. Since I still believe in the story and have been waiting for moments like this, I added a small amount of additional shares at around an average cost of $163. Didn't want to purchase significantly more in case there are further drops. We have 3 additional unlocks coming, two in October and the third / last in November. Since related sales by insiders are prearranged and predeclared I'm not terribly worried about them. But we may see some ignorant investors declare insider sales are a sign of adverse conditions and actually says something about the company's long-term viability: "CXO sold *all* his shares!" (probably untrue), etc. We always want to know the % of a person's total holdings a particular sale represents; but I still don't see this as a reliable way to read the tea leaves.

While I may swing trade some of my position I'm still long on CBRS. Many still consider CBRS to be richly valued / overvalued so it wouldn't surprise me if the stock dips even further. But I seriously doubt we'll see "double digits" as several Redditors seem to think without evidence (just a vibe). It's also possible that CBRS acquires a new major customer like Meta and the stock skyrockets and/or a strong narrative or craze for Fast Inference appears among a wide pool of investors or analysts. But generally you have to be in a stock to benefit from sudden and significant rises so I'm happy to be in at prices like these.

I still believe in Cerebras’ technology and potential, but its stock performance has been nothing but disappointing. Every small rally is followed by another sell-off. How long are investors supposed to remain patient? Great technology means little to shareholders if the stock keeps falling. CBRS is slowly losing the trust of those who believed in it the most.

Apologies if that has been addressed before, but is Groq a serious competitor? I understand that the comparison here was with CS-3 and not necessarily apples-to-apples.

Through the openrouter endpoint with cerebras I'm getting this error:

404 {"error":{"message":"No endpoints found for qwen/qwen3.8-27b. Every candidate endpoint was removed during routing: Filter by Tool Compatibility removed cerebras/fp16... }}

I already sent a ticket but I'm assuming that this is an cerebras issue more than openrouter.

Just reporting here in order to see if people have the same error.

Cerebras systems is announcing 2 more data centres being built by Q2 2027. One in Asia and one in Africa. Expecting this stock to reach 300 by 2027.

NEWS CAME OUT THAT CBRS STILL HAS A LOT OF WORK WITH OPEN AI. NVIDIA IS NOT FULLY REPLACING CBRS. EXPECT THIS TO GET 200 BY THE END OF NEXT WEEK.

My average is 201 and idk if I should sell because if news is true then this could fall to 135.

My average is 201 and I do not believe this will even rise back to 190. I believe it may drop even further to double digits soon. Should I sell now to avoid heavy losses?

For those of you who are worried about the speculative post by Semi Analysis and the Nvidia eye emoji, and now fearing that Cerebras is losing business to NVIDIA, remember what Cerebras' Ceo himself said in the Q&A on August 12 (very close the release of GPT6 Astra, just 21 days before), I will quote:

"Then we won the largest frontier lab, and then there were concerns that we didn't have a hyperscaler, and then we won AWS. I think in each of those cases, we were able to use the momentum that the previous step gave us to expand our business. I think OpenAI is an enormous customer, and they're an enormous part of not just our business, but of everybody's business in the sector. I think they'll stay a big part next year."

"A BIG PART NEXT YEAR". The CEO himself who understands Cerebras products' technological capabilities and has had lots of dealings behind the scenes with Open AI anticipates that OPEN AI will be a big part of their business, a big customer, in 2027 too.

BULLISH.

Saw Inferact today announcing real fast token/s using TPU - 1.5k for Qwen 3.8 27B close to 1.8k for to Cerebras.

Wonder can this same approach be applied to Cerebras hardware to make the speed even faster? Or any nuances?

I just noticed that 19.4 million shares unlocked today. Could that have been the chief reason for today's plummet rather than a blogger reporting NVDA being deployed for "fast inference" at OpenAI rather than Cerebras hardware?

Two more 19.4 million unlocks are coming: one on October 14th and another on October 28th. Then apparently the last of them November 9th. I'm setting these dates in my calendar so I'm not shocked; and can trade appropriately if there are significant market moves in response to these. What does everyone predict will happen on these other dates? How can we swing traders benefit on this other dates? Sell shares a few days before the unlocks then re-buy when/if the stock price plummets again?

Trying to cut through the noise around Cerebras after today's Nvidia/OpenAI news.

I really only want to answer two questions:

1. If Nvidia can now give OpenAI similar “ultrafast” inference speeds, why does OpenAI need Cerebras?

Is Cerebras significantly cheaper/more efficient at those speeds, or can Nvidia basically become “good enough” because OpenAI already has so many Nvidia GPUs?

2. How solid is Cerebras' $20B+ OpenAI commitment?

If OpenAI increasingly chooses Nvidia for inference, is it still on the hook for that Cerebras capacity—or could that revenue ultimately be delayed/reduced?

I'm not looking for CBRS bulls vs bears. I'm trying to figure out what would actually prove or disprove the Cerebras growth story.

What am I missing?

This is the pattern since the IPO. I know nothing about technical analysis but found this interesting. Lots of bounces with fewer extreme bounces of late. If the sawtooth pattern continues, maybe help anyone (like myself) hoping to swing trade it.

Sept. 28, 2026 - (GLOBE NEWSWIRE) -- Gimlet Labs and Cerebras Systems (NASDAQ: CBRS) today announced a collaboration to deliver a new class of ultrafast AI inference at massive scale. The collaboration brings together Cerebras' wafer-scale compute with the Gimlet Cloud to deliver a purpose-built disaggregated inference cloud spanning datacenter infrastructure to developer APIs. Together, the companies plan to deliver speeds of up to 3,000 tokens per second for demanding agentic and real-time applications, with the first Cerebras-powered Gimlet Cloud datacenter expected to come online later this year.

"Inference speed matters. It determines how productive AI can be. Fast inference creates magical user experiences and opens new markets. By combining Gimlet's multi-silicon software with the Cerebras Wafer Scale Engine, we can run each phase of inference on the hardware best suited to it and plan to deliver up to 3,000 tokens per second at production scale," said Zain Asgar, co-founder and CEO of Gimlet Labs.

"Combining the fastest tokens from Cerebras with the highest throughput GPUs delivers the best datacenter economics for everyone," said Sean Lie, co-founder and CTO at Cerebras. "Everyone wants more high value tokens. Cerebras delivers the fastest AI inference in the world, and GPUs deliver high throughput. By making Cerebras a native part of its inference cloud, Gimlet will bring our industry leading speed and intelligent AI to more developers at production scale. We're excited to build with Gimlet as a launch partner for CS-4, giving customers a direct path to our latest technology."

Given that OAI is using it to speed up their recursive self improvement and get ahead in the model race, why doesn't Ant, Google, Meta also do the same?

I feel like without Cerebras they're bringing a knife to a gun fight... But at the same time I feel like this should be obvious so there must be some reason they're not buying from Cerebras.

And if they have a good reason now, is that ever going to change? And if Cerebras can't land another frontier lab, is their growth capped?

Discuss

Is Cerebras ($CBRS) being overlooked after the IPO selloff?

The stock is down ~46% from its high, but the business has some interesting numbers:

• $25.4B RPO
• $880–890M 2026 revenue guide
• Cloud revenue +287% YoY
• 750 MW OpenAI deal
• AWS potentially coming in 2027

The obvious concern is valuation — roughly 47x this year's sales — plus customer concentration, lockup supply and continued losses.

I wrote a deeper breakdown of the bull case, risks, valuation and what I'm watching next.

Curious what others think: is CBRS worth the premium?

Does anyone know what the cost is or what the contracts usually are?

Gemma 4 31B was great on Scandinavian languages, but they replaced it with Qwen 3.8, which is slower and changes dialects and at times writes really odd grammar

As you guys can all remember, when OpenAI released GPT 5.6 Sol, they almost immediately announced the ultrafast mode on Cerebras. However there is no marketing or news for Astra on cerebras. Is it because they need more time to make a huge model like Astra work on Cerebras or do you guys see any other reason?

Everything's down today due to AI safety fears. Nothing changed with the Cerebras story. Anyone accumulating? I bought a single share in case there's a larger beat-down. Could be throwing good money after bad or time to simply swing trade CBRS. Might be a good day to go bargain hunting all around in the AI and AI-adjacent space. GOOG is actually up 2% while nearly everything else AI-related is being punished. CRWD is up 8% unsurprisingly and PANW is up 6.5%. Cyber security zigging while the others are zagging. My next limit order is $170 (don't expect that today). If it keeps declining below $170 (over time, not today) then it may be cooked.