Cerebras Systems Inc. (NASDAQ:CBRS) on Tuesday unveiled the CS-4, a rack-scale AI system powered by three of its Wafer Scale Engine-3 Turbo chips and designed to speed up response generation from AI models.
CEO Andrew Feldman said Cerebras expects to deliver 600 megawatts of computing capacity by the end of 2027. He also expects performance to improve fourfold and throughput to increase 20 times by then.
Analyst View
Following the news, Needham analyst Quinn Bolton reiterated a Buy rating and maintained a price forecast of $300.
The analyst noted that CS-4 also delivers a 10x improvement in throughput per watt compared with CS-3 and is powered by three WSE-3 Turbo chips, which provide twice the PFLOP performance of the existing WSE-3 chip.
