Cerebras CEO回应做空质疑：承认芯片需空转，否认两年报废及连接材料指控
Cerebras CEO Andrew Feldman回应Culper Research，承认芯片需通过无效计算平滑温度，但否认晶圆只能使用约两年及使用Paricon材料的指控。
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Cerebras CEO Andrew Feldman回应Culper Research，承认芯片需通过无效计算平滑温度，但否认晶圆只能使用约两年及使用Paricon材料的指控。
Semiconductor research firm Culper believes that Cerebras's wafer-scale engine poses long-term reliability risks and says the related wafers may fail after approximately 2 years of use.
BlockBeats reported that Mizuho Securities maintains Cerebras a “Buy” rating and 300 USD a target price. It cited monitoring data indicating that on Hyperliquid, the CBRS perpetual contract 24 hour gain of approximately 3.7%。