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-6.82286024286947E-05 0.000540836482665661 0.0010467266079901 0.00013146486809406 -0.000301204318038544 -0.00254775586141949 -0.00835550762912275 -0.00835550762912275
Stock impact report

Cerebras AI Lands A Whale As It Prepares To Go Public [Forbes]

International Business Machines Corporation (IBM) 
Last international business machines corporation earnings: 4/20 04:08 pm Check Earnings Report
US:NYSE Investor Relations: ibm.com/investor
Company Research Source: Forbes
Cerebras, famous for being the only AI company with a full wafer-scale chip, has landed OpenAI, its first major US-based hyperscaler. Prior to this deal, Cerebras has been successful securing investments and system commitments from a relatively small number of customers, notably G42, the Abu Dhabi, UAE, AI company. Sam Altman, CEO of OpenAI, was an early investor in Cerebras. Cerebras has been touting its leadership in AI inferencing performance for the last couple years, and it looks like this approach is working. (Like most AI semiconductor companies, Cerebras is a client of Cambrian-AI Research, LLC.) OpenAI has partnered with Cerebras Systems to add 750MW of AI compute to OpenAI's inference-as-a-service platform. The multi-year, multi-billion-dollar agreement brings Cerebras capacity and speed directly into OpenAI's inference stack, rolling out in phases through 2028. Its a Big Chunk Lets do some math. The CS-3 peak power is commonly cited around ~23 kW per system, and the Show less Read more
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