Nvidia(US:NVDA) 智通财经网·2026-01-14 02:40Core Viewpoint - Cerebras Systems Inc., a strong competitor to Nvidia in the AI chip market, is reportedly seeking around $1 billion in new funding to enhance its AI computing capabilities and challenge Nvidia's dominance, which holds a 90% market share in the sector [1][4]. Group 1: Company Overview - Cerebras Systems aims to significantly improve the cost-effectiveness and energy efficiency of its AI computing clusters compared to Nvidia's AI GPU clusters [1]. - The company's latest valuation is set at $22 billion, reflecting a substantial increase of 170% from its previous valuation of approximately $8.1 billion in September [1][2]. - Under CEO Andrew Feldman, Cerebras is actively providing remote AI computing services to major clients, including Meta Platforms Inc. and IBM [2]. Group 2: Competitive Landscape - Nvidia recently signed a $20 billion non-exclusive licensing agreement with Groq, another AI chip startup, to bolster its AI inference technology and maintain its market share [3][12]. - Cerebras Systems utilizes a unique wafer-scale engine architecture, which allows it to place entire AI models on a single large chip, enhancing inference performance and memory bandwidth [4]. - The company's CS-3 system, equipped with the WSE-3 chip, reportedly outperforms Nvidia's latest Blackwell architecture AI GPU by approximately 21 times in specific large language model inference tasks [6][7]. Group 3: Market Dynamics - The AI inference market is experiencing rapid growth, with demand for large-scale AI inference doubling approximately every six months [11]. - Cerebras Systems is leveraging this trend to enhance its competitive position and challenge Nvidia's substantial market share [6]. - The increasing pressure from competitors like Google, which has introduced the TPU v7 with significant performance improvements, is prompting Nvidia to diversify its hardware technology and strengthen its AI application ecosystem [10][11].