Aug. 26 at 12:22 AM
$CBRS $NVDA $AMD
@alejo900 @mikebeck1964
The revenue growth tells the story of how quickly Cerebras has begun scaling. Revenue went from approximately
$24.6 million in 2022 →
$78.7 million in 2023 →
$290.3 million in 2024 →
$510.0 million in 2025. That’s more than a 20× increase in only three years. For 2026, current analyst estimates are around
$887 million, followed by roughly
$2.94 billion in 2027 and
$7.4 billion in 2028.
The next chapter is potentially much larger. Cerebras has signed a multi-year OpenAI agreement valued at more than
$20 billion for 750 MW of AI compute and has partnered with Amazon to make Cerebras inference available through AWS. If current forecasts are achieved, CBRS would essentially evolve from a
$79 million revenue company in 2023 into a roughly
$7+ billion AI infrastructure company by 2028. That’s the bull case in a nutshell: Cerebras isn’t simply trying to sell another AI chip—it’s attempting to become a major alternative computing platform for the enormous AI training and inference market. The opportunity is huge, although execution, profitability, customer concentration and competition with NVIDIA remain the major risks.
I look forward to these types of companies.
Can it take a minute to actually materialize…of course it can. Can it all fall apart? YEP. 👍
The same thing could be said for companies like Amazon, Nvidia, Apple etc, etc, etc. Now I’m not calling CBRS the next big company. But I like what I’m seeing so far. They are in the perfect space to hyper scale.
