$Cerebras Systems(CBRS)$ Partnerships with AI leaders are stacking up. OpenAI signed a major multi-year, multi-billion-dollar deal valued over $20 billion, using Cerebras hardware for ultra-fast AI inference and production service tiers. $Amazon.com(AMZN)$ Services (AWS) has integrated Cerebras systems into its data centers and plans general availability through Amazon Bedrock. $Oracle(ORCL)$ Cloud Infrastructure (OCI) partnered to deploy ultra-fast Cerebras AI inference on OCI for enterprise customers and multi-step agentic workflows. $Meta Platforms, Inc.(META)$ is working on fast Llama inference and powering features like Scout with high token-generation speeds. G42 and Mohamed bin Zayed University of Artificial Intelligence remain major foundational partners and primary drivers behind deployments like the Condor Galaxy supercomputer network.
Even with the panic selling over the last couple of weeks, this still looks like an easy 10X stock to me. The whales are aware of it too, and they now own almost 80% of Cerebras. I'm staying long and strong.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
