Cerebras has filed S1.
Glimpse of current state.
Most of the revenue is from middle east.
I don’t like it :). What if usa loosens its restrictions on what AI can be sold? Would these guys want to buy from cerebras or the current AI king? H100 and H200 volumes are still ramping. Dow hard they will have to justify their customers spending on them instead of these? Sovereign AI race is only starting it appears. They might find their rightful place. But at what value are you willing to buy?
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