
大老师Bugsbunny |DRAM大使|May 18, 2026 14:24
Potential benefits after CBRS listing (highly timely) @ cerebras
The following content is personal speculation, DYOR
The current market value level is 60 billion US dollars
The latest update from NASDAQ's Fast Entry requires a listing price of $130-140 billion to accelerate its entry into the NDX (NASDAQ 100 Index) index
Attachment: When entering the NDX index, a considerable number of pension funds, sovereign funds, and insurance funds will actively buy NDX. Therefore, the result of CBRS entering NDX is that the index will actively buy CBRS. At this point, these buying orders can digest more selling orders from CBRS, which is in line with shareholders' expected returns
2. Current progress
a. After 15 trading days of listing, Fast Entry evaluation can be entered, and there are currently 12 trading days left
b. The details of the current order with Openai have not been announced yet
c. Some strategic investors such as AMD have not announced any cooperation orders
d. The demand for small models from other vertical customers has not yet been announced
e. Before going public, only some official collaborations were disclosed in March, and very few were announced in March and April. It is expected that some collaborations/orders have been accumulated without PR
f. There is a high demand for heat dissipation, and cooperation with heat dissipation manufacturers has not yet been established
@If you have this idea, Cerebras, you can try to push it forward.
CBRS
Timeline