Cerebras Systems Files for IPO
Sentiment: neutral
Topics: ipo, semiconductors, ai-hardware
TL;DR
Cerebras Systems files S-1 for IPO - AI chip maker going public!
AI Summary
Cerebras Systems Inc., a semiconductor company specializing in AI hardware, filed an S-1 registration statement with the SEC on September 30, 2024. The filing indicates their intention to go public, though specific financial details like the offering amount and price range are not yet disclosed in this initial document. The company, incorporated in Delaware, is headquartered in Sunnyvale, California.
Why It Matters
This S-1 filing marks Cerebras Systems' formal step towards becoming a publicly traded company, potentially bringing new capital for AI hardware innovation and impacting the competitive landscape.
Risk Assessment
Risk Level: medium — As a pre-IPO filing, it lacks detailed financial performance and future projections, making risk assessment inherently more speculative.
Key Numbers
- 3674 — SIC Code (Identifies Cerebras Systems' industry as Semiconductors & Related Devices.)
- 1231 — Fiscal Year End (Indicates the end of Cerebras Systems' financial reporting year.)
Key Players & Entities
- Cerebras Systems Inc. (company) — Registrant
- Andrew D. Feldman (person) — Chief Executive Officer and President
- Latham & Watkins LLP (company) — Legal Counsel
- 333-282418 (dollar_amount) — SEC File Number
- 0001628280-24-041596 (dollar_amount) — Accession Number
FAQ
What is the primary purpose of this S-1 filing?
The S-1 filing is a registration statement filed with the SEC by Cerebras Systems Inc. to register its securities for a future public offering.
When was this S-1 filing submitted?
The S-1 filing was submitted to the U.S. Securities and Exchange Commission on September 30, 2024.
Where is Cerebras Systems Inc. headquartered?
Cerebras Systems Inc. is headquartered at 1237 E. Arques Avenue, Sunnyvale, California, 94085.
Who is the Chief Executive Officer of Cerebras Systems Inc.?
Andrew D. Feldman is the Chief Executive Officer and President of Cerebras Systems Inc.
What is the state of incorporation for Cerebras Systems Inc.?
Cerebras Systems Inc. is incorporated in Delaware.
Filing Stats: 4,494 words · 18 min read · ~15 pages · Grade level 13.6 · Accepted 2024-09-30 16:49:32
Key Financial Figures
- $1.3 — timates that the AI market will grow to $1.3 trillion by 2032. Consumer and enterpri
- $131 billion — ssable market ("TAM") from an estimated $131 billion in 2024 to $453 billion by 2027, a comp
- $453 billion — om an estimated $131 billion in 2024 to $453 billion by 2027, a compounded annual growth rat
- $78.7 million — perienced rapid growth, with revenue of $78.7 million and $24.6 million for the years ended D
- $24.6 million — owth, with revenue of $78.7 million and $24.6 million for the years ended December 31, 2023 a
- $136.4 million — ed June 30, 2024 and 2023, we generated $136.4 million and $8.7 million in revenue, respective
- $8.7 million — d 2023, we generated $136.4 million and $8.7 million in revenue, respectively. Since our inc
- $127.2 million — rs ended December 31, 2023 and 2022 was $127.2 million and $177.7 million, respectively, repre
- $177.7 m — 1, 2023 and 2022 was $127.2 million and $177.7 million, respectively, representing a yea
- $66.6 million — months ended June 30, 2024 and 2023 was $66.6 million and $77.8 million, respectively, repres
- $77.8 m — 30, 2024 and 2023 was $66.6 million and $77.8 million, respectively, representing a yea
Filing Documents
- cerebras-sx1.htm (S-1) — 3365KB
- exhibit1071-sx1.htm (EX-FILING FEES) — 16KB
- exhibit31-sx1.htm (EX-3.1) — 282KB
- exhibit32-sx1.htm (EX-3.2) — 78KB
- exhibit33-sx1.htm (EX-3.3) — 127KB
- exhibit34-sx1.htm (EX-3.4) — 231KB
- exhibit43-sx1.htm (EX-4.3) — 1556KB
- exhibit101-sx1.htm (EX-10.1) — 4291KB
- exhibit102-sx1.htm (EX-10.2) — 34KB
- exhibit103-sx1.htm (EX-10.3) — 19KB
- exhibit104a-sx1.htm (EX-10.4(A)) — 153KB
- exhibit104b-sx1.htm (EX-10.4(B)) — 168KB
- exhibit104c-sx1.htm (EX-10.4(C)) — 48KB
- exhibit105a-sx1.htm (EX-10.5(A)) — 176KB
- exhibit105b-sx1.htm (EX-10.5(B)) — 77KB
- exhibit105c-sx1.htm (EX-10.5(C)) — 62KB
- exibit106-sx1.htm (EX-10.6) — 120KB
- exhibit108-sx1.htm (EX-10.8) — 97KB
- exhibit109-sx1.htm (EX-10.9) — 32KB
- exhibit1010-sx1.htm (EX-10.10) — 31KB
- exhibit1011-sx1.htm (EX-10.11) — 59KB
- exhibit1012a-sx1.htm (EX-10.12(A)) — 243KB
- exhibit1012b-sx1.htm (EX-10.12(B)) — 67KB
- exhibit1012c-sx1.htm (EX-10.12(C)) — 72KB
- exhibit1012d-sx1.htm (EX-10.12(D)) — 56KB
- exhibit1012e-sx1.htm (EX-10.12(E)) — 83KB
- exhibit1012f-sx1.htm (EX-10.12(F)) — 106KB
- exhibit1013a-sx1.htm (EX-10.13(A)) — 358KB
- exhibit1013b-sx1.htm (EX-10.13(B)) — 67KB
- exhibit1013c-sx1.htm (EX-10.13(C)) — 82KB
- exhibit1013d-sx1.htm (EX-10.13(D)) — 148KB
- exhibit1013e-sx1.htm (EX-10.13(E)) — 85KB
- exhibit1014-sx1.htm (EX-10.14) — 18KB
- exhibit1015a-sx1.htm (EX-10.15(A)) — 324KB
- exhibit1015b-sx1.htm (EX-10.15(B)) — 276KB
- exhibit1016-sx1.htm (EX-10.16) — 34KB
- exhibit1017-sx1.htm (EX-10.17) — 142KB
- exhibit211-sx1.htm (EX-21.1) — 3KB
- exhibit231-sx1.htm (EX-23.1) — 2KB
- business10a.jpg (GRAPHIC) — 296KB
- business11a.jpg (GRAPHIC) — 64KB
- business12b.jpg (GRAPHIC) — 395KB
- business13a.jpg (GRAPHIC) — 293KB
- business14a.jpg (GRAPHIC) — 213KB
- business15a.jpg (GRAPHIC) — 343KB
- business16a.jpg (GRAPHIC) — 202KB
- business17a.jpg (GRAPHIC) — 258KB
- business1a.jpg (GRAPHIC) — 80KB
- business2a.jpg (GRAPHIC) — 129KB
- business3a.jpg (GRAPHIC) — 293KB
- business4ba.jpg (GRAPHIC) — 1728KB
- business5a.jpg (GRAPHIC) — 158KB
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- business7ba.jpg (GRAPHIC) — 238KB
- business8a.jpg (GRAPHIC) — 235KB
- business9a.jpg (GRAPHIC) — 86KB
- cerebras1.jpg (GRAPHIC) — 35KB
- cerebrasa.jpg (GRAPHIC) — 35KB
- cerebraslogo1.jpg (GRAPHIC) — 50KB
- cerebraslogoa.jpg (GRAPHIC) — 5KB
- covergraphic1a.jpg (GRAPHIC) — 765KB
- covergraphic2a.jpg (GRAPHIC) — 939KB
- covergraphic3a.jpg (GRAPHIC) — 818KB
- covergraphic4a.jpg (GRAPHIC) — 930KB
- covergraphic5a.jpg (GRAPHIC) — 1004KB
- exhibit10.jpg (GRAPHIC) — 14KB
- exhibit10a.jpg (GRAPHIC) — 14KB
- g42.jpg (GRAPHIC) — 47KB
- 0001628280-24-041596.txt ( ) — 25799KB
Risk Factors
Risk Factors 20 Special Note Regarding Forward-Looking Statements 66 Market and Industry Data 68
Use of Proceeds
Use of Proceeds 69 Dividend Policy 71 Capitalization 72
Management's Discussion and Analysis of Financial Condition and Results of Operations
Management's Discussion and Analysis of Financial Condition and Results of Operations 79
Business
Business 102 Management 130 Executive and Director Compensation 138 Certain Relationships and Related Party Transactions 150 Principal and Selling Stockholders 155
Description of Capital Stock
Description of Capital Stock 159 Shares Eligible for Future Sale 167 Material U.S. Federal Income Tax Consequences to Non-U.S. Holders 172
Underwriting
Underwriting 176 Legal Matters 188 Experts 188 Where You Can Find Additional Information 188 Index to Consolidated Financial Statements F- 1 Through and including , 2024 (the 25th day after the date of this prospectus), all dealers that buy, sell, or trade shares of our Class A common stock, whether or not participating in this offering, may be required to deliver a prospectus. This delivery requirement is in addition to the obligation of dealers to deliver a prospectus when acting as underwriters and with respect to their unsold allotments or subscriptions. As used in this prospectus, unless the context otherwise requires, references to "Cerebras Systems," "Cerebras," the "company," "we," "us," "our," and similar terms refer to Cerebras Systems Inc. and, where appropriate, its subsidiaries, taken as a whole. i "Cerebras," "Cerebras Systems," the Cerebras logos, and other trade names, trademarks, or service marks of Cerebras appearing in this prospectus are the property of Cerebras Systems Inc. Other trade names, trademarks, or service marks appearing in this prospectus are the property of their respective holders. Solely for convenience, trade names, trademarks, and service marks referred to in this prospectus appear without the , , and SM symbols, but those references are not intended to indicate, in any way, that we will not assert, to the fullest extent under applicable law, our rights or that the applicable owner will not assert its rights, to these trade names, trademarks, and service marks. Numerical figures included in this prospectus have been subject to rounding adjustments. Accordingly, numerical figures shown as totals in various tables may not be arithmetic aggregations of the figures that precede them. References to www.cerebras.ai in this prospectus are inactive textual references only, and the information contained on, or that can be accessed through, our website does not constitute part of this prospectus. Neither we, the selli