NEW: We are short Cerebras Systems $CBRS. Cerebras claims to have solved wafer-scale chips. We be...
NEW: We are short Cerebras Systems $CBRS. Cerebras claims to have solved wafer-scale chips. We believe otherwise: $CBRS wafers break down after just ~2 years in use - a lifespan that undermines the entire business. See full report and disclosures on our website, link in bio. https://t.co/Eo59XJoBh2 Open article →
- NEW: We are short Cerebras Systems $CBRS. Cerebras claims to have solved wafer-scale chips. We believe otherwise: $CBRS wafers break down after just ~2 years in use - a lifespan that undermines the entire business. See full report and disclosures on our website, link in bio. <span class="entity-image"><a href="https://pbs.twimg.com/media/HVusKeyXwAEvN06.png" target="_blank"><img alt="Image" src="/images/1px.png" /></a></span>
- Cerebras chips have shorter lifespans than statements suggest, short-seller report claims