build2 distinct publishers
Cerebras moves its product line from the wafer to the rack, and the CS-5 number carries a 2027 date
The Nexus rack, not the WSE-3, is now the thing Cerebras ships. That makes upgrade cadence the number buyers should price, and 10,000 tokens per second a target rather than a plan input.
Reality
- Evidence56
- Adoption32
- Hype gap+34
- Incentives76