AI芯片史上最大规模IPO！“英伟达最强挑战者”Cerebras上市首日暴涨超68%-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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AI芯片史上最大规模IPO！“英伟达最强挑战者”Cerebras上市首日暴涨超68%

格隆汇05-15

有“英伟达最强挑战者”之称的AI芯片制造商Cerebras Systems(CBRS.US)周四正式登陆纳斯达克，盘中一度涨超108%，触及386.34美元；当日最终收涨68.15%，报311.07美元，总市值约670亿美元。正式上市前，Cerebras几度上调发行价，从最初披露的115-125美元，一路上调至最终的185美元。由于需求火爆，Cerebras此前获得的认购订单曾一度超过可供发行股份数量的20倍。此次IPO共发行3000万股，计入超额配售股后，其募资总额高达55.5亿美元，超过了2023年Arm上市时创下的美股史上半导体公司IPO募资额纪录。 Cerebras成立于2015年，其最核心产品是“晶圆级引擎”，即直接把整片晶圆做成单一AI处理器，而非传统GPU的小芯片拼接模式。公司宣称，其芯片在AI推理任务中的速度可达到英伟达GPU系统的10倍至20倍。除了“英伟达最强挑战者”之外，Cerebras的另一大标签是“OpenAI概念股”。据此前报道，OpenAI已与Cerebras达成协议，承诺在未来三年内支付逾200亿美元，以使用由WSE驱动的超算整机系统。此外，OpenAI还同意向Cerebras提供约10亿美元的资金，以帮助其开发能够运行其人工智能产品的数据中心。(格隆汇)

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