Key takeaways

  • Cerebras bets on giant wafer-scale chips while Nebius sells a full-lifecycle AI cloud, but one valuation gap and a cash flow twist could tip the 2027 verdict.
  • In its latest annual report, filed for FY 2025, the company saw its revenue climb to $529.8 million, which was a massive increase of 479% compared to the previous year.
  • Note that stock-based compensation (SBC) represented 21.6% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.

Cerebras Systems designs massive wafer-scale chips to accelerate high-end artificial intelligence model training. Nebius Group provides a unified cloud platform specifically engineered for the full lifecycle of AI deployment.

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