---
title: "CBRS Cerebras Systems"
canonical: "https://supercyclehq.com/stock/cerebras"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "CBRS"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Cerebras Systems (CBRS)

Cerebras Systems builds AI chips unlike anyone else's: instead of cutting a silicon wafer into many small processors, it turns an entire wafer into one enormous chip.

## AI Exposure Score

**100/100, Pure Play.** Cerebras sells wafer-scale AI processors, CS-3 systems, and inference cloud services for training and running large models. The company exists solely to serve AI compute demand, making it a pure play on the buildout.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $96.36 |
| Change 1d | -11.74% |
| Change 7d | -11.08% |
| Change 30d | -42.10% |
| Change 1y | -69.02% |
| 52-week high | $311.07 |
| 52-week low | $96.36 |
| Market cap | $22.9B |
| P/E | n/a |
| EPS | $-4.54 |
| Next earnings | 2026-11-12 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Sunnyvale, California |
| CEO | Andrew D. Feldman |
| Employees | 708 |
| Website | https://www.cerebras.ai |
| Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Neoclouds](https://supercyclehq.com/category/neoclouds) |

## What the company does

Cerebras Systems builds AI chips unlike anyone else's: instead of cutting a silicon wafer into many small processors, it turns an entire wafer into one enormous chip. It sells these wafer-scale processors, complete CS-3 compute systems, and cloud services for training and running large language models.

The product line runs from the Wafer-Scale Engine 3 at the silicon level, to the CS-3 AI compute system built around it, to the Cerebras AI Model Studio for customers who want capacity as a service, to the Condor Galaxy supercomputer projects.

Founded in 2016 and headquartered in Sunnyvale, California, Cerebras trades on the NASDAQ, is led by co-founder and CEO Andrew Feldman, and employs roughly 780 people.

## Role in the AI buildout

Cerebras sits in the Semiconductors and Neoclouds layers as one of the most direct challengers to conventional GPU clusters. Its wafer-scale approach packs what would normally be a rack of chips into a single processor, aimed at ultra-fast training and inference for enterprise and government customers. The company exists solely to serve AI compute demand, from silicon through systems to its inference cloud. That is why Supercycle rates it a Pure Play with a maximum exposure score.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Brad Gerstner](https://supercyclehq.com/investors/brad-gerstner) | Altimeter Capital | $1.6B | 16.24% | new | 2026-06-30 |
| [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $1.5B | 3.19% | new | 2026-06-30 |
| [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $687.3M | 6.17% | new | 2026-06-30 |
| [Chase Coleman](https://supercyclehq.com/investors/chase-coleman) | Tiger Global | $662.8M | 2.76% | new | 2026-06-30 |
| [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $169.0M | 1.10% | new | 2026-06-30 |
| [Daniel Sundheim](https://supercyclehq.com/investors/daniel-sundheim) | D1 Capital Partners | $33.1M | 0.10% | new | 2026-06-30 |
| [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $33.1M | 0.43% | new | 2026-06-30 |
| [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $11.2M | 0.09% | new | 2026-06-30 |

## FAQ

### What does Cerebras Systems do?

Cerebras builds wafer-scale AI processors, the largest chips in the industry, and sells them as CS-3 compute systems and cloud services for training and running large AI models.

### How is Cerebras exposed to AI?

Completely. Every product it sells, from the Wafer-Scale Engine to its inference cloud, exists to serve AI compute demand. Supercycle rates it a Pure Play with an AI Exposure Score of 100 out of 100.

### What are Cerebras's main products?

The Wafer-Scale Engine 3, the CS-3 AI compute system, the Cerebras AI Model Studio cloud service, and the Condor Galaxy supercomputer.

### Is CBRS a pure play AI stock?

Yes. Cerebras exists solely to provide AI compute, which places it at the top of Supercycle's Pure Play tier with a score of 100 out of 100.

### Who leads Cerebras and where is it based?

Co-founder and CEO Andrew Feldman leads Cerebras from Sunnyvale, California. The company was founded in 2016, trades on the NASDAQ, and employs roughly 780 people.

---

Source: https://supercyclehq.com/stock/cerebras. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.