#Cerebras

Eight visibly distinct small models arranged on a bright table, no two alike in shape or material, a labelling card caught being set beside one of them mid-placement rather than a uniform row of identical items

Eight Companies Have a Real Shot at Taking AI Compute Share From Nvidia. None of Them Do It the Same Way.

Not one challenger, one strategy. A synthesis of eight genuinely different approaches to competing with Nvidia — merchant GPUs, custom ASICs, wafer-scale bets, and in-house hyperscaler silicon — and which approach actually has traction in 2026.

By Brecht Corbeel · August 10, 2026 · 5 min read

An uncut wafer-scale processor on a custom cooling plate in a bright lab, a comparison tray of ordinary small diced chips resting beside it for scale, a copper busbar caught being lowered toward the wafer's edge

AI Hardware & Semiconductors

Wafer-Scale Computing: Why Cerebras Refuses to Cut Its Chips Apart

Every chipmaker in this cohort dices a wafer into individual dies. Cerebras builds one processor out of an entire, uncut wafer — an idea the rest of the industry tried and abandoned decades ago.

By Brecht Corbeel · August 10, 2026 · 4 min read

A stock ticker display in bright daylight showing a first trading day still in progress, its digits caught mid-update, beside a full, uncut silicon wafer mounted upright on a stand

AI Hardware & Semiconductors

Cerebras Just Had the Biggest US Tech IPO Since Uber

A chip company most people had never heard of raised $5.55 billion and closed its first trading day up 68%. Here's the quick version of what just happened.

By Brecht Corbeel · August 10, 2026 · 4 min read

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