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Cerebras Systems
· quietNeutral
vs
competes with (2)
N
Nvidia
stablePositive
Coverage (30d)
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This Week
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Evidence
5 articles
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Timeline

Nvidia2026-04-30

Nvidia invested $2B in Marvell for NVLink Fusion partnership

Nvidia2026-04-28

NVIDIA paying half the capital expenditure to expand supplier fabs for critical thin-film material.

Nvidia2026-04-28

Announced Nemotron 3 Nano Omni, an open multimodal model processing video, audio, images, and text.

Nvidia2026-04-26

Nvidia invests $2 billion in Marvell Technology for NVLink Fusion interconnect development

Nvidia2026-04-25

Nvidia trained a billion-parameter LLM without backpropagation or full-precision weights, using zero gradients.

Nvidia2026-04-23

Open-sourced Kimono, a motion diffusion model for humanoid robots

Cerebras Systems2026-04-21

Confidentially filed paperwork with the SEC for an initial public offering.

Cerebras Systems2023-02-21

Strategic partnership with G42 yields breakthrough AI training results 100x faster than GPU clusters

Ecosystem

Cerebras Systems

competes withNvidia2 src
developedWafer Scale Engine2 src
developedCerebras Software Platform1 src

Nvidia

developedBlackwell20 src
developedNemotron 3 Super13 src
developedH10012 src
developedNemotron-Cascade 212 src
investedOpenAI7 src
partneredThinking Machines Lab5 src

Evidence (5 articles)