Cerebras shares plunge nearly 20% after missing earnings expectations — hardware sales drop but AI cloud revenue climbs 281%

Cerebras shares plunge nearly 20% after missing earnings expectations — hardware sales drop but AI cloud…

Q2: Cerebras manca aspettative ($180M vs $194M attesi); titoli -18%. Hardware -23%, cloud +281%. Il cloud-first per inference compute è il trend, ma richiede capital massiccio (perdita $450M Q2). Consolidamento imminente; outsourcing diventa standard, vendor-lock aumenta.