Cerebras’s stock has been a post-IPO bust. Its comeback hinges on this new chip.

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Cerebras stock has underperformed since its IPO. During the Supernova event on Tuesday, the company unveiled the CS-4, an AI accelerator built from its proprietary wafer-scale engine technology. This chip features three wafer-scale engines and claims to be up to 30 times faster than traditional GPUs for inference, the process by which AI models generate real-time responses. Cerebras is betting that its specialized chips will outpace traditional graphics processing units as AI agents become more widespread.

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