Cerebras
Mentioned in 48 analyzed podcast episodes across 10 shows
This AI chip company specializes in wafer-scale processors designed for fast AI model inference, having signed a major $10B partnership with OpenAI to deliver inference compute through 2028. Known for achieving ultra-high token generation speeds (1000+ tokens per second), the company is positioning itself as a competitor to Nvidia in the specialized AI accelerator market. Cerebras is raising capital at a $22B valuation with an expected 2026 IPO, making it a focal point in discussions about infrastructure for next-generation AI deployment.
Mentioned On
Episode Mentions
All-In with Chamath, Jason, Sacks & Friedberg · Jun 2, 2026
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
“Low-latency chip provider already online for real-time coding applications”
Odd Lots · May 21, 2026
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
“Subject of episode; built world's largest chip for AI inference, IPO'd at $64B valuation with $5.5B raise”
Pivot · May 15, 2026
Trump’s China Summit, Inflation Shock, and Silicon Valley’s Midterm Money
“AI chip maker IPO'd at $40B valuation (76x revenue multiple); heavily dependent on single UAE customer G42”
TBPN · May 15, 2026
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
“Chip design company IPO'd at $64B valuation; uses whole-wafer architecture for AI inference with 750MW deal with OpenAI”
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“AI chipmaker IPO surged 68% on debut, valued at $117B with 229x price-to-sales; faces customer concentration risk with OpenAI as major customer”
The Last Invention is AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“AI chip company IPO priced at $5.5B, stock doubled on first day reaching $56.4B fully diluted valuation with 108% first-day pop”
The Information's TITV · May 14, 2026
Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise
“AI chip company going public at $185/share, delivering massive returns to early-stage VCs like Benchmark and Foundation Capital”
Bloomberg Tech · May 14, 2026
Cerebras Goes Public in Year's Biggest IPO
“AI chipmaker priced IPO at $185/share, raising $5.55B, largest US tech IPO of year with shares indicated to open at $350”
Bloomberg Tech · May 13, 2026
Anthropic Eyeing Over $900 Billion Valuation
“AI chip maker going public with IPO pricing at top of range; Arm and SoftBank attempted $100B acquisition offer which was rebuffed”
The AI Daily Brief: Artificial Intelligence News and Analysis · May 6, 2026
Who Cares About Consumer AI
“IPO presale oversubscribed with $10B investor demand for $3.5B offering at $26.6B valuation, signaling bullish AI chip market sentiment”
The Information's TITV · May 5, 2026
Greg Brockman’s “Rough Day” in Court, Amazon’s Hybrid AI Search, SpaceX’s $60B Cursor Deal
“Company in which Greg Brockman holds equity stake; questioned during OpenAI trial regarding potential conflicts”
The Run-Up AI · May 5, 2026
Cerebras IPO: Insights and Expectations
“Filed $26.6B IPO with 28M shares at $115-$125; ticker CBRS; pricing May 13, trading May 14; received $1B OpenAI loan”
The Last Invention is AI · May 5, 2026
Government & AI: Unreleased Models Explored
“Filed $26.6B IPO with OpenAI holding 33M warrant-secured shares; competing with NVIDIA on AI chips”
Claude AI · May 5, 2026
Key Moments from Anthropic's Wall Street Day
“Filed $26.6B IPO (ticker CBRS) with pricing May 13; OpenAI holds warrant-secured $1B stake converting to 33M shares, making OpenAI largest shareholder”
ChatGPT News · May 5, 2026
DeepMind’s Unionization Move: Industry Impact
“Filed $26.6B IPO; received $1B loan from OpenAI secured by 33M share warrants; competes with Nvidia on AI chips”
Anthropic · May 5, 2026
Understanding AI Models: Government Interests
“Filed $26.6B IPO with OpenAI becoming major shareholder through warrant conversion on 33M shares”
AI Breakdown · May 5, 2026
DeepMind Takes Steps Towards Unionization
“Filed $26.6B IPO with OpenAI securing major stake via warrant conversion on 33M shares; competing with Nvidia on AI chips”
The AI Podcast · May 5, 2026
Anthropic's Wall Street Day, US Gov Wants Unreleased Models, DeepMind Unionizes, Cerebras IPO
“Filed $26.6B IPO with OpenAI becoming major shareholder through warrant conversion; ticker CBRS, pricing May 13”
Personal AI · May 5, 2026
Behind the Scenes of Anthropic's Day
“Filed $26.6B IPO valuation; received $1B loan from OpenAI secured by warrant on 33M shares; competing with NVIDIA on AI chips”
No Priors AI · May 5, 2026
The Significance of AI Unionization
“Filed $26.6B IPO with OpenAI holding 33M shares via warrant conversion; competing with NVIDIA in AI chip manufacturing”
Latent Space AI · May 5, 2026
The Importance of AI Model Release Agreements
“Filed $26.6B IPO with OpenAI becoming major shareholder through warrant conversion on $1B loan; competes with NVIDIA”
Global News Podcast · May 5, 2026
The Future of AI Model Regulations
“Filed $26.6B IPO with ticker CBRS; OpenAI holds warrants on 33M shares from $1B December loan, making OpenAI major shareholder”
Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · May 5, 2026
DeepMind's Unionization: Implications for AI
“Filed $26.6B IPO with 28M shares at $115-125; received $1B loan from OpenAI secured by warrants; ticker CBRS, pricing May 13”
The Daily AI · May 5, 2026
DeepMind's Unionization: Trends Defined
“Filed $26.6B IPO (ticker CBRS) with OpenAI holding 33M warrant-secured shares; positions as NVIDIA competitor for AI chip supply”
Tech Brew Ride Home · Apr 29, 2026
Elon V. Sam Day 2
“Struck partnership with OpenAI for computing capacity as part of infrastructure strategy shift”
The AI Daily Brief: Artificial Intelligence News and Analysis · Apr 24, 2026
How Headless Agents Will Change Work
“OpenAI signed deal for inference-only chips, positioning as specialized hardware for fast agent inference”
EE Times Current · Apr 23, 2026
Fixing AI’s Bottlenecks: Memory, Scale, and Sparsity
“Developed all-SRAM accelerators addressing SRAM scaling plateau in AI hardware”
This Week in Startups · Apr 22, 2026
SpaceX and Cursor team up to topple Claude Code | E2279
“Startup building massive room-size AI chips, refiled to go public”
TBPN · Apr 7, 2026
Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont
“AI chip company; Cotu led Series C; generational opportunity in semiconductor space”
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence) · Mar 26, 2026
The Race to Production-Grade Diffusion LLMs with Stefano Ermon - #764
“AI inference chip company mentioned as partner for accelerating traditional models”
Uncanny Valley | WIRED · Mar 19, 2026
Nvidia’s “Super Bowl of AI”; Tesla Disappoints Fans; Meta’s VR Metaverse Is Over
“Startup creating specialized AI chips to challenge Nvidia's market position”
TBPN · Mar 18, 2026
Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
“CEO criticizing Nvidia's GTC announcements claiming superior wafer-scale chip architecture performance”
TBPN · Mar 18, 2026
H200s in China, Apple Blocks Vibe Coding, Peptide Debates | Andy Fang, Matt Jayson, Dr. Cameron Sepah, Chris Gadek, Chris Hladczuk, Georgios Konstantopoulos, Matt Huang
“CEO Andrew Feldman criticized Nvidia's GTC announcements about inference chips”
Moonshots with Peter Diamandis · Mar 17, 2026
Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238
“Partnered with OpenAI to increase token processing speed from 50 to 1000 tokens per second”
Cheeky Pint · Feb 26, 2026
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
“AI chip startup mentioned as competitor; focuses on latency via SRAM-based weights but suffers from poor throughput economics”
Latent Space: The AI Engineer Podcast · Feb 24, 2026
Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
“AI chip company mentioned as one of the few successful AI accelerator startups”
TBPN · Feb 18, 2026
Mapping Neo Labs, Unlocking LLM Growth, Evan Spiegel Live in the Ultradome | Blake Dodge, Freddie deBoer, Sohail Prasad, Travis Brashears
“Highlighted for ultra-fast inference capabilities enabling instant LLM responses”
AI & I · Feb 18, 2026
OpenAI's Codex: This Model Is So Fast It Changes How You Code
“Partnership mentioned for serving the new fast Codex model through their infrastructure”
Last Week in AI · Feb 16, 2026
#235 - Opus 4.6, GPT-5.3-codex, Seedance 2.0, GLM-5
“Partnered with OpenAI for $10B deal; provides wafer-scale chips for Codex Spark achieving 1000+ tokens/second”
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Feb 4, 2026
Infinite Code Context: AI Coding at Enterprise Scale w/ Blitzy CEO Brian Elliott & CTO Sid Pardeshi
“Mentioned as example of fast token generation for AI model inference”
TBPN · Feb 3, 2026
Live From Cisco AI Summit | Chuck Robbins, Aaron Levie, Jeetu Patel, Costa Kladianos, Dylan Patel
“OpenAI partnership for faster inference processing, addressing latency-sensitive workloads”
Last Week in AI · Jan 21, 2026
#231 - Claude Cowork, Anthropic $10B, Deep Delta Learning
“Signed $10B deal with OpenAI for inference compute delivery 2025-2028; AI-specific chip platform; raising $1B at $22B valuation”
TBPN · Jan 21, 2026
Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
All-In with Chamath, Jason, Sacks & Friedberg · Jan 17, 2026
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
“Specialized AI chip maker raising $1B at $22B valuation; building wafer-scale processors for inference; expected IPO in 2026”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 15, 2026
AI's Battle for Your Context
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 15, 2026
ChatGPT 5.5 Coming Soon?
TBPN · Jan 14, 2026
Microsoft’s Energy Tab, OpenAI Goes Super Bowl, Ellison Makes His Move | Marc Benioff, Brian Chesky, Baiju Bhatt, Gabriel Carafa, Alfred Wahlforss
TBPN · Jan 12, 2026