Culper Research: Cerebras chips have shorter lifespans than claimed

Short-seller Culper Research said Cerebras wafers fail after about two years of use, versus the 3–5 years stated in its IPO filings. The firm estimates a real lifespan of 1.4–2.3 years and claims the connector material comes from Paricon Technologies. Cerebras stock fell 5.66% after the report.

• Culper estimates Cerebras wafer lifespan at 1.4–2.3 years
• Cerebras IPO filings stated a 3–5 year lifespan
• CS-2 draws 70% of peak power at idle, CS-3 draws 80%
• Cerebras stock fell 5.66% after the report