Cerebras Systems (CBRS) investor relations material

Collaboration and industry transformation

• A major collaboration was formed in 2025 to deliver fast AI inference, resulting in a deal exceeding $20 billion over several years for compute resources.

• The partnership aims to enable frontier AI models to operate at unprecedented speeds, with Phi-6 running at 750 tokens per second, far surpassing existing solutions.

• Adoption of AI tools like Codex is expanding beyond engineering to all enterprise functions, fundamentally changing workflows.

• AI agents are now handling complex tasks, including organizational restructuring, demonstrating increasing capability.

• The collaboration emphasizes making advanced intelligence accessible and scalable globally.

Infrastructure and productivity

• Latency is identified as a critical factor for user experience and productivity, driving infrastructure decisions.

• Productivity is measured by the speed and intelligence of new model releases, not just token usage.

• Infrastructure is becoming more heterogeneous, requiring diverse resources and creative software optimizations to address bottlenecks.

• Efficiency in hardware utilization is increasingly prioritized as AI scales.

• Data center capacity is rapidly expanding, with 200 MW being built across Europe to meet growing demand.

Global and organizational impact

• Sovereign AI is viewed as a critical national resource, prompting nations to ensure local access and control.

• The AI revolution is likened to a new industrial revolution, with intelligence factories driving economic transformation.

• Enterprises worldwide are rethinking organizational structures as AI agents become integral to operations.

• The approach to infrastructure and AI deployment is consistent across regions, aiming for universal access and innovation.

• Organizations must iteratively build expertise in leveraging AI for competitive advantage.