Inside Cerebras’ $8.1B Valuation: Is This NVIDIA’s First Real Threat?

Описание: Cerebras just raised $1.1B at $8.1B valuation in a blockbuster Series G round led by Fidelity and Tiger Global. With its wafer-scale WSE-3 chip, Cerebras claims a 20× speed advantage over NVIDIA GPUs for AI inference. From powering real-time agents to national labs, Cerebras is scaling its US-based AI factories and leading Hugging Face in model serving. In this video, we unpack the round, the tech, the investor roster, and what this means for the future of AI infrastructure. Is this the first real threat to NVIDIA’s dominance—or a niche bet? Watch to find out.

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