Cerebras Systems (CBRS) Lands Gimlet Labs Deal, Is The Stock Still Below Fair Value?

Cerebras Systems (CBRS) is back in focus after Gimlet Labs agreed to use its wafer-scale chips inside a new disaggregated inference cloud, targeting ultrafast agentic and real-time AI workloads for paying customers. The fresh Gimlet Labs deal lands after a volatile few months for Cerebras Systems, where conflicting headlines around its OpenAI relationship swung sentiment and short-term trading. Even with recent rebounds on Altman’s public backing, the stock’s share price return is still down...