Not Nvidia. Not Broadcom. This Little-Known Chip Supplier Could Be the AI Boom’s Best-Kept Secret.
When investors think about the artificial intelligence boom, two names tend to dominate conversations. They are Nvidia (NASDAQ: NVDA), which supplies the graphics processing units (GPUs) powering much of the AI industry, and Broadcom (NASDAQ: AVGO), which helps tech companies develop custom silicon. But there’s a lesser-known player that could be the industry’s best-kept secret: Cerebras Systems (NASDAQ: CBRS).
With Cerebras, it all starts with speed. Instead of the usual approach to chip design, Cerebras built its business around a large processor designed specifically for artificial intelligence: its Wafer-Scale Engine.
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