Find XO: Cerebras IPO surges 108% on first day, signaling AI inference chip market breaking Nvidia's monopoly
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Summary
- Cerebras rose 108% on Nasdaq's first day from an offering price of $185 to $385.
- In 2024, its IPO was once stalled due to CFIUS review and it was operating at a loss, but in 2025 it posted first profit with $510 million in revenue.
- This signals that inference chip options beyond Nvidia are emerging, though for small AI services, the impact will likely be felt more on API and cloud inference pricing than on chips.
- Check now whether it's structurally possible to change suppliers.