英伟达竞争对手Cerebras放弃美股IPO：刚完成11亿美元融资

Core Insights - Cerebras Systems has withdrawn its IPO plans in the U.S. due to delays caused by national security reviews related to a $335 million investment from G42, a cloud computing and AI company based in Abu Dhabi [2] - The company recently completed an oversubscribed $1.1 billion Series G funding round, led by Fidelity and Atreides Management, with participation from several other investors [3] - Following this funding, Cerebras' post-money valuation reached $8.1 billion, indicating significant growth from its previous valuations [4] Funding and Valuation - Cerebras Systems completed a $1.1 billion Series G funding round, with total funding now amounting to $750 million [3][4] - The company was valued at $2.4 billion in 2019 during its Series E funding and at $4 billion after its Series F funding in 2021 [4] - The latest funding will be used to expand its technology portfolio and manufacturing capabilities in the U.S. to meet increasing market demand [4] Financial Performance - Cerebras reported a net loss of $127 million for the year ended December 31, 2023, compared to a net loss of $178 million in 2022 [16] - Revenue for 2023 was $78.7 million, up from $24.6 million in 2022, indicating a significant increase in sales [16] - For the first half of 2024, the company generated $136.4 million in revenue, a substantial rise from $8.7 million in the same period of the previous year [17] Product and Technology - Cerebras Systems is known for its Wafer Scale Engine (WSE) chips, with the latest WSE-3 chip featuring 40 trillion transistors and designed for training large AI models [8][10] - The CS-3 AI supercomputer can deliver peak AI performance of 125 petaflops, significantly enhancing training efficiency for large models [10] - Cerebras claims its chips outperform NVIDIA's GPUs, asserting a performance advantage of over 20 times in various AI model training scenarios [15]