What podcasts say about Cerebras Systems
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Cerebras Systems
15 statements · 5 positive · 6 negative · 1 mixed · 3 neutral
Cerebras enables open-source models with 10–20x lower inference latency.
“we can leverage the best open source models, but at 10 to 20 X lower latency than what could be found elsewhere”
Open the episode · E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding AlphaListen at 26:46
Cerebras projected slower growth than investors anticipated.
“the company also reported earnings like tis the season they projected slower growth than investors anticipated”
Open the episode · Stubhub Drops, Cerebras Tumbles, Tapestry Slides as Guidance Underwhelms After Recent RallyListen at 1:28
Cerebras cloud revenue is driving concern and contributing to the share decline.
“its cloud division is actually driving revenue. That's kind of causing some concern among investors and thus the decline in shares today.”
Open the episode · Cerebras Tumbles, Stubhub Drops, Birkenstock Rallies on Solid Sandal DemandListen at 1:30
Cerebras remains in the early stages of developing its novel chip design.
“This is a sign the company still in the early stages of its sort of novel chip design.”
Open the episode · Stubhub Drops, Cerebras Tumbles, Tapestry Slides as Guidance Underwhelms After Recent RallyListen at 1:36
Cerebras remains in the early stages of developing its novel chip design.
“This is a sign the company's still in the early stages of its sort of novel chip design.”
Open the episode · Stubhub Drops, Cerebras Tumbles, Tapestry Slides as Guidance Underwhelms After Recent RallyListen at 1:38
Cerebras missed a quarter too soon after its IPO.
“this is too soon after the IPO to miss a quarter”
Open the episode · Stubhub Drops, Cerebras Tumbles, Tapestry Slides as Guidance Underwhelms After Recent RallyListen at 2:12
Cerebras’s hardware business declined after lumpy orders.
“The hardware business declined after quote lumpy orders.”
Open the episode · Cisco Gains, Cerebras Declines, Virgin Galactic FallsListen at 2:16
Cerebras currently has a $25 billion backlog.
“we have a $25 billion backlog”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 3:51
Cerebras could reach a $9 billion cloud run rate by adding 50 megawatts monthly in 2027.
“if they could add 50 megawatts a month in 2027, forget 26, that means they exit the year at roughly a $9 billion cloud computing run rate”
Open the episode · Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout QuarterListen at 1:34:33
Cerebras Systems issued a disappointing annual sales outlook.
“The company did give that disappointing annual sales outlook.”
Open the episode · Qualcomm Micron, Sox Rise on Earnings; Apple Sinks on Price HikesListen at 4:52
Cerebras’s annual forecast exceeded estimates but failed to impress investors.
“the chip maker's annual forecast beat estimates, but not by enough to impress Wall Street”
Open the episode · Cerebras and FedEx Dip; Wendy's CFO Change; Micron Up Ahead EarningsListen at 1:07
Cerebras guided approximately $860 million versus an $830 million average projection.
“The company came in with guidance of around $860 million. For the period the average projection was around 830 million.”
Open the episode · Cerebras and FedEx Dip; Wendy's CFO Change; Micron Up Ahead EarningsListen at 1:12
Cerebras share-price fluctuations reflect changing sentiment about the AI boom.
“the fluctuations in the share price really reflect the swings, I think, in sentiment over the AI boom.”
Open the episode · Cerebras and FedEx Dip; Hertz TumblesListen at 1:37
Cerebras stock was trading around $230 per share at the time.
“I think today it's at 230 bucks a share.”
Open the episode · The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO PanelListen at 5:42
Cerebras is 15–18 times faster than a GPU for OpenAI workloads.
“when OpenAI uses us, we're 15 or 18 times faster than a GPU.”
Open the episode · The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO PanelListen at 23:57
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.