Short seller claims Cerebras wafers degrade after ~2 years, undermining its business
himanshustwts · x · 2026-10-29
Culper Research published a short report on Cerebras ($CBRS), attacking its wafer-scale chip pitch: the wafers reportedly break down after just 2 years in use, a lifespan that could undermine the entire business. The poster notes this is why labs are building chips in-house. The stock hit a new low.
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