“Cerebras did the rare thing, something genuinely hard and different with wafer-scale chips that no rival can copy, and an IPO will pour funding into the whole space.”
“My firm was a venture investor in Cerebras. What Cerebras has done is something hard and fundamentally different. Wafer-scale computing... that architectural decision they made was hard and lets them do something that no one else can do.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.