Tag
#Andrew Feldman
Earnings
Cerebras’ revenue surge cannot hide AI-chip margin math
Cerebras earnings showed 94% revenue growth, but a 36%-38% margin guide explained why investors sold the stock after its IPO debut.
By Avery Lin
Deals
Cerebras IPO tests how far the AI IPO market can widen
Cerebras IPO shows the AI IPO market is reopening selectively, with investors backing giant hardtech names while smaller issuers still face a crowded queue.
By Naomi Voss
