Is Cerebras Systems (CBRS) Better Than SpaceX and SanDisk?
Key takeaways
- Is Cerebras Systems (CBRS) Better Than Space X and San Disk?
- Cerebras Systems (NASDAQ:CBRS) is an AI chipmaker that sells Wafer-Scale Engine (WSE-3) processors.
- Wall Street turned bullish on the company because it makes the industry's only commercially deployed wafer-scale AI chip.
Is Cerebras Systems (CBRS) Better Than Space X and San Disk? Fahad Saleem Thu, July 2, 2026 at 9:44 PM GMT+7 2 min read CBRS SPCX SNDK We just covered The Next San Disk: 9 Potential Breakout AI Stocks You Shouldn't Miss. Cerebras Systems (NASDAQ:CBRS) ranks #9 (see The Next San Disk: 5 Potential Breakout AI Stocks You Shouldn't Miss).
Cerebras Systems (NASDAQ:CBRS) is an AI chipmaker that sells Wafer-Scale Engine (WSE-3) processors. Its customers are Open AI and Amazon Web Services, with potential for enterprise customers down the line.
Wall Street turned bullish on the company because it makes the industry's only commercially deployed wafer-scale AI chip. Bulls point to the company's massive $24.6 billion backlog, which is 48 times Cerebras Systems (NASDAQ:CBRS) FY25 revenue of $510 million. The backlog is supported by a $20 billion three-year deal with OpenAI announced in January 2026. In that deal, OpenAI will deploy approximately 750 megawatts of Cerebras compute capacity through 2028, with an option for an additional 1.25 gigawatts. The company also has a collaboration with AWS for disaggregated inference announced in March 2026.