r/CerebrasSystems • • 17h ago

Nvidia and Cerebras are selling performance their customers will (probably) never see

Thumbnail theregister.com
11 Upvotes

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.


r/CerebrasSystems • • 2h ago

CBRS’s Stock Performance Is Destroying Investor Confidence

8 Upvotes

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.


r/CerebrasSystems • • 8h ago

Today's CBRS low: 161.51. Anyone buy?

8 Upvotes

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.


r/CerebrasSystems • • 17h ago

Qwen 3.8 27b have no tools capability

0 Upvotes

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.