---
title: "Cerebras tumbles 8% as IPO lock-up expires, OpenAI chip report weighs"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300611247.md"
description: "Cerebras fell over 8% after IPO lock-up expiry (~19.4M shares) and report OpenAI uses Nvidia instead of its chips"
datetime: "2026-09-30T19:24:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300611247.md)
  - [en](https://longbridge.com/en/news/300611247.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300611247.md)
generator: "portal-rs"
---

# Cerebras tumbles 8% as IPO lock-up expires, OpenAI chip report weighs

Cerebras(CBRS.US) 盘中跌超 8%，现报 178.89 美元。

股价下跌主要受两方面因素打压：一是 IPO 锁定期届满，近 1940 万股解禁股份涌入市场，同时伴随内部人士减持；二是市场报告显示 OpenAI 最新模型采用 Nvidia GPU 而非 Cerebras 芯片，引发投资者对客户集中度的担忧。

尽管公司此前宣布与 Gimlet Labs 在 AI 推理领域展开新合作，且营收保持强劲增长，但净亏损幅度超出预期，叠加来自 Nvidia 和 AMD 的激烈竞争，持续压制股价表现。GPU/CPU 板块当日走势分化，Intel 涨超 3%，而 Cerebras 领跌。

### Related Stocks

- [CBRS.US](https://longbridge.com/en/quote/CBRS.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**