Cerebras (CBRS.US) plans to invest billions of dollars to establish a computing power hub in Europe, challenging NVIDIA Corporation's global dominance.

Artificial intelligence infrastructure company Cerebras Systems (CBRS.US) is significantly expanding its business in Europe, with plans to launch its first regional data center in the region by the end of 2026. According to reports citing a company statement, Cerebras intends to invest billions of dollars in Europe as part of this expansion plan. The company announced that it will rapidly build infrastructure in France and the Nordic region, with the goal of achieving a total installed capacity of 200 megawatts by the end of 2027. Some of this capacity is expected to be used to support the computational needs of partner OpenAI. Boosted by this news, Cerebras' stock price rose 6% in pre-market trading. Cerebras co-founder and CEO Andrew Feldman said, "We are locking in a significant amount of capacity for 2027, with data centers in Norway and Finland included in the plan as we aggressively build across Europe. These deployments will allow us to respond decisively to our customers' demands - providing fast, high-performance AI computing in Europe." Founded in 2015, Cerebras Systems is headquartered in Sanneville, California, USA, and is an AI infrastructure developer. Its core product is the Wafer-Scale Engine (WSE), which is the world's first and only commercial wafer-scale processor. Company founder and CEO Andrew Feldman previously founded micro-server manufacturer SeaMicro, which was sold to AMD for about $334 million in 2012. Unlike the traditional approach of cutting a wafer into hundreds of small chips (GPUs) like NVIDIA Corporation, Cerebras chooses to use the entire 300mm wafer as a single chip, the size of a dinner plate. Its third-generation product WSE-3 uses a 5nm process from Taiwan Semiconductor Manufacturing Co., Ltd., with 40 trillion transistors and 900,000 AI cores, providing 125 Petaflops peak performance. The chip has an area of 46,225 square millimeters, 56 times larger than NVIDIA Corporation's B200 GPU, with 44GB of on-chip SRAM and memory bandwidth of up to 21PB/second, thousands of times higher than traditional HBM bandwidth. Cerebras stunned the market with its IPO on the NASDAQ in May this year, priced at $185 per share, soaring to $350 at opening, one of the highest IPO prices in history. The California-based company focuses on AI chip and infrastructure system development, selling 30 million shares in this offering. The company claims its flagship product, Wafer-Scale Engine 3 (WSE-3), is the world's fastest commercial AI processor, with a chip area 58 times larger than mainstream GPUs. AI inference speed is up to 15 times faster than NVIDIA Corporation's GPU systems, with only a fraction of the power consumption per unit of computing power. Currently, Cerebras' customers include several top AI companies globally, including OpenAI, Amazon.com, Inc. Cloud Technology (AMZN.US), Meta Platforms (META.US), and IBM (IBM.US). One of the most important partnerships is with OpenAI. In December 2025, OpenAI agreed to pay Cerebras over $20 billion over three years to use its chip-driven servers and receive stock warrants. The total agreement could reach up to $30 billion, with OpenAI potentially holding a stake of 10%. In February this year, OpenAI released its first model running on Cerebras chips. OpenAI co-founder Greg Brockman said, "Exclusive use of Cerebras hardware will give OpenAI an overwhelming advantage in hardware over Alphabet Inc. Class C." Additionally, Cerebras has reached agreements with Amazon.com, Inc. AWS to provide cloud services based on Cerebras chips, while Meta, IBM, and others have also adopted its chips for AI inference workloads.