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Cerebras Raises $1 Billion at $23 Billion Valuation to Scale Wafer-Scale AI Systems

Backers are betting on wafer-scale systems that hyperscalers use to diversify away from Nvidia.

Overview

  • The round drew participation from Tiger Global, Benchmark, Fidelity, Atreides, AMD, Coatue, Alpha Wave, Altimeter, and 1789 Capital.
  • The valuation nearly tripled from about $8.1 billion reported in September, reflecting rising demand for alternative AI compute suppliers.
  • Cerebras says the funding will scale production, expand customer deployments, and advance next-generation processors.
  • Multiple outlets reported a January commercial engagement with OpenAI to supply wafer-scale systems, which observers say is a key driver of the raise.
  • The company promotes its WSE-3 wafer-scale chip as delivering far higher performance per watt than GPUs, aligning with efforts to reduce reliance on Nvidia.