AI芯片大厂，撤回IPO

Core Viewpoint - Cerebras Systems has withdrawn its IPO plan shortly after raising $1.1 billion in funding, which increased its post-money valuation to $8.1 billion due to the surging demand for AI inference services [2][9]. Funding and Valuation - The recent funding round was led by Fidelity Management & Research Co. and Atreides Management, with participation from notable venture capital firms such as Tiger Global and Valor Equity Partners, among others [3]. - Cerebras' post-funding valuation reached $8.1 billion following the $1.1 billion raised [2][9]. Technology and Performance - Cerebras is known for its wafer-scale processors designed to accelerate AI training and inference, claiming to be the fastest inference provider globally, outperforming Nvidia's GPUs by over 20 times in benchmark tests [4][7]. - The company demonstrated its system running OpenAI's latest open-source model at a speed of approximately 3,000 tokens per second [3]. Clientele and Market Position - Cerebras has established partnerships with leading AI companies, including Amazon Web Services, Meta Platforms, and IBM, as well as various enterprises and government agencies [7]. - The company processes trillions of tokens monthly through its cloud services and has become a top provider on the Hugging Face platform, handling over 5 million requests each month [8]. Future Plans and Infrastructure - Cerebras plans to use the newly acquired $1.1 billion to expand its AI supercomputer processor designs and enhance manufacturing and data center capacities in the U.S. [8][12]. - The company is deploying its wafer-scale chips in six new cloud data centers across North America and France to meet growing demand [8]. IPO Withdrawal Context - Cerebras has decided to withdraw its IPO application without providing specific reasons, although it still aims to go public in the future [9][10]. - The company shifted its focus from selling systems to providing cloud services, indicating a strategic pivot in its business model [10]. Financial Performance - In the first half of 2024, Cerebras reported revenues of $136.4 million, more than ten times that of the same period last year, while also reducing losses by approximately $10 million [12].