SourcesFilm 05
The Game Of Whales
On YouTube as “Nvidia’s Biggest Rival You’ve Never Heard Of”
Corrections and updates
None so far.
The IPO that broke
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Cerebras debuts on the Nasdaq, the largest IPO for a US tech company since Uber, valued at about $95 billion archived
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Cerebras Form S-1, the founders’ letter: a multi-year deal with OpenAI “valued at more than $20 billion” archived
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Cerebras stock hits a post-IPO low on Nvidia pressure and the lockup expiration archived
The company you never heard of
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Cerebras final prospectus (424B4): the wafer-scale engine, flaws “routed around”, “up to 15 times faster” archived
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Hopper architecture in depth: the H100 die is 814 mm² archived
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Cerebras CS-4 pushes the existing wafer-scale engine harder archived
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Llama 4 Maverick at 2,522 tokens a second against 1,038 on Nvidia Blackwell, citing Artificial Analysis archived
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Cerebras powers the Ultrafast mode of OpenAI’s GPT-5.6 Sol archived
The impossible chip
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Myron Magnet on Gene Amdahl’s Trilogy
“the biggest start-up kitty ever”, “we had bitten off more than we could chew”
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Wafer scale: Trilogy Systems, part 1, on the 300 to 400 defects expected per chip archived
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AMD to acquire SeaMicro for approximately $334 million archived
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AMD Q1 2015 CFO commentary: exiting the dense server business, formerly SeaMicro
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Litigation release LR-20508 on Riverstone Networks executives, including Andrew Feldman archived
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Interview with Andrew Feldman: why a chip built for graphics is the wrong tool for AI archived
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Cerebras almost died early on, burning $8 million a month archived
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100x defect tolerance: 970,000 physical cores, 900,000 active archived
The first whale
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Series F led by G42’s partners, valuation over $4 billion archived
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Sheikh Tahnoun bin Zayed al-Nahyan, national security adviser and chairman of G42 archived
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Cerebras’s first Form S-1: G42 was 83% of 2023 revenue and 87% of the first half of 2024 archived
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Gallagher calls for an investigation of G42’s ties to PRC military and intelligence-linked companies archived
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G42’s CTO explains the decision to cut ties with China archived
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Cerebras likely to postpone its IPO over the CFIUS review of the G42 deal
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Cerebras raises $1.1 billion and adds Trump-linked 1789 Capital as an investor archived
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Cerebras Form RW, withdrawal of the first IPO filing archived
The second whale
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Cerebras scores an OpenAI deal worth over $10 billion archived
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Cerebras 10-Q for Q2 2026 archived
750 MW for OpenAI, the $1 billion loan, the warrant for 33.4 million shares, MBZUAI 34% of quarterly revenue, the lockup terms
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Arm and SoftBank approached Cerebras with an acquisition offer ahead of its IPO, per Bloomberg
When the giants move
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Groq and Nvidia enter a non-exclusive inference technology licensing agreement archived
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Nvidia to pay about $20 billion for Groq’s technology and leaders, per a Groq investor archived
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Cerebras announces second-quarter 2026 results: core revenue $209.9 million
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Cerebras shares tumble about 14% after its Q2 report archived
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Cerebras stock falls despite solid earnings and guidance archived
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SemiAnalysis: GPT-6.1 Sol Ultrafast is running on Nvidia GPUs, not Cerebras archived
The chip still works. The clock is running.
Interviews and clips
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Sachin Katti of OpenAI and Andrew Feldman on latency and Ultrafast
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Andrew Feldman: contract to production in five weeks; “not consolidated around GPUs”
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Jonathan Ross of Groq: Nvidia “has already mastered” inference
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Jensen Huang at GTC: adding Groq; “even when the chips are free”
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Andrew Feldman on the lockups: “focused on long-term investors”
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Andrew Feldman: “dozens of customers”, OpenAI “obviously the largest”
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