周一盘前交易中，Cerebras股价从上周的下跌中反弹。此前，OpenAI首席执行官Sam Altman向投资者保证，该公司是“亲密合作伙伴”。这家AI硬件公司今年5月在纳斯达克以大规模IPO方式上市，上周其股价暴跌20%至最低点，原因是外界披露OpenAI将使用英伟达的图形处理器（GPU）而非Cerebras的芯片来驱动GPT-6.1 Sol的“Ultrafast”模式。
Cerebras stock climbed in premarket trading Monday, rebounding from last week's decline, after OpenAI's CEO Sam Altman reassured investors that the firm is a "close partner." The AI hardware firm, which made its debut on the Nasdaq in a monster IPO in May, saw its stock plummet 20% to its lowest price last week after it was revealed that OpenAI would power its "Ultrafast" mode for GPT-6.1 Sol with Nvidia's graphics processing units instead of Cerebras' chips.
Altman周五在X平台上发文称：“关于我们与Cerebras的合作关系存在一些猜测。Cerebras是亲密合作伙伴，我们在速度前沿领域有着深入的协作。”受此言论影响，该公司股价周五盘后交易时段上涨近3%。
"There is some speculation about our partnership with Cerebras," Altman said in a post on X on Friday. "Cerebras is a close partner, and we have a deep engagement pushing on the frontiers of speed." The company's stock rose almost 3% in extended trading on Friday following Altman's comments.
最新数据显示，其盘前交易价格上涨6.3%，每股177美元，较IPO后的高点下跌近一半。该公司市值目前略高于390亿美元，而5月上市时曾达到950亿美元。
It was last up 6.3% in premarket trading at $177 per share, down by nearly half from its post-IPO high. The company's market cap is now just over $39 billion, down from $95 billion during its May debut.
作为英伟达的竞争对手，Cerebras销售大型计算机芯片和AI系统，旨在比传统GPU更快地运行AI模型。该公司声称其旗舰产品Wafer Scale Engine 3的运行速度超过英伟达的GPU。
Cerebras, a Nvidia competitor, sells large computer chips and AI systems that are designed to run AI models faster than traditional GPUs. It claimed that its flagship product, the Wafer Scale Engine 3, runs faster than Nvidia's GPU.
今年1月，Cerebras与OpenAI签署了一项100亿美元的交易，承诺到2028年为其提供750兆瓦的算力。
Cerebras signed a $10 billion deal with OpenAI in January to supply it with 750 megawatts of computing power through 2028.
花旗分析师表示，他们对Cerebras 2026年至2028年营收前景的看法“保持不变”。他们在周五早间的报告中称：“我们认为前沿AI实验室的最新模型最初会在内部芯片上推出，然后才会在第三方或Cerebras云上运行，因此现在从中解读出太多信息还为时过早。”
Citi analysts said that their view of Cerebras' revenue outlook between 2026 and 2028 remains "unchanged." "We believe frontier-AI labs' latest models would initially roll out on internal chips before running on third-party or Cerebras cloud, so it's too early to read much into it," they said in a note on Friday morning.
他们补充道：“我们认为，该股能否持续跑赢大盘，越来越取决于毛利率企稳的证据。鉴于Cerebras的高估值，毛利率触底时间的任何进一步延迟都可能对情绪造成压力。”
"We believe the stock's ability to outperform is increasingly tied to evidence that gross margins are stabilizing. Any further delay in the gross margin trough would likely weigh on sentiment, particularly given Cerebras' premium valuation," they added.