Cerebras Systems vs CloudFactory

Cerebras and Compute Nordic Finland Announce New 165 MW AI Data Centre in Mikkeli, Finland

Cerebras Systems and Compute Nordic Finland announced a new 165 MW AI data centre in Mikkeli, Finland. The company also unveiled the CS-4, claiming up to 30 times faster than GPU-based solutions, and announced a partnership with Callosum for ultra-low-latency heterogeneous agentic inference.

Cerebras shares fall 14% after Q2 earnings

Cerebras Systems shares dropped about 14% in after-hours trading after the company reported second-quarter results following its May IPO. The chipmaker reported core revenue of $180 million (below LSEG consensus of $194 million) and an adjusted loss per share of $0.05 versus $0.17 expected, while total revenue was $210 million including pass-through items. Cerebras raised full-year core revenue guidance to $880–$890 million and said it expects core revenue of $214–$216 million this quarter. The company recorded a net loss of $450.5 million, driven largely by $386.6 million of stock-compensation costs. CEO Andrew Feldman said AI demand is "through the roof," and the company cited partnerships with AMD and usage of its chips by OpenAI for GPT 5.6 Sol.

• Cerebras reported core revenue of $180 million for Q2, below LSEG consensus of $194 million.
• Adjusted loss per share was $0.05 versus $0.17 expected; total revenue was $210 million including pass-through revenue.
• Cerebras raised full-year core revenue guidance to $880 million–$890 million (previously $855 million–$865 million) and expects current-quarter core revenue of $214 million–$216 million.

Lovable and Cerebras Announce Inference Partnership

Lovable and Cerebras Systems announced a partnership to run Lovable’s latency-sensitive inference workloads on Cerebras’ high-performance inference infrastructure. Lovable — which says more than 50 million projects have been built on its platform since its November 2024 launch — will use dedicated Cerebras capacity to reduce response times and enable more interactive, multi-step software creation workflows. Cerebras’ Wafer-Scale Engine is highlighted as keeping an entire model’s weights on a single wafer to deliver greater memory bandwidth and faster token generation than GPU-based systems. Both companies said they will jointly explore new product experiences enabled by faster inference; technical results and availability details will be shared later.

• Lovable and Cerebras Systems announced a partnership to power Lovable’s software creation platform with Cerebras’ inference platform.
• Lovable will run selected latency-sensitive workloads on dedicated Cerebras capacity.
• Lovable reports more than 50 million projects have been built on its platform since its November 2024 launch.

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