5月19日，英伟达竞争者Cerebras盘中涨幅扩大至10%！登陆美股受热捧，AI芯片新贵盈利实现突破。
消息面上，该公司于上周四正式登陆美股，成为今年以来美国规模最大的 IPO 项目。本次 Cerebras 以每股 185 美元完成 IPO 定价，合计融资约 55 亿美元。作为英伟达的重要潜在竞争对手，这家成立 11 年的企业长期深耕高性能 AI 芯片赛道，已与 OpenAI 等行业巨头建立合作关系，客户资源优质。
从经营数据来看，公司成长动能强劲。招股书显示，Cerebras 2025 年实现营收 5.1 亿美元，同比大增 76%，并成功实现扭亏为盈，全年净利润 2.38 亿美元，每股盈余 1.38 美元，对比上年每股亏损 9.90 美元，盈利改善幅度显著。
此次上市后股价走高，既体现资本市场对 AI 算力赛道的长期看好，也反映市场认可 Cerebras 的技术实力与商业化进展，其后续发展将进一步搅动全球 AI 芯片竞争格局。
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