Cerebras Systems builds wafer-scale AI chips and inference clouds — public since May 14, 2026 as CBRS with a $67B day-one close, a $20B+/750MW OpenAI compute deal, and $24.6B in remaining performance obligations.

Micron Technology designs, manufactures, and sells memory (DRAM, NAND) and storage products, including high-bandwidth memory for AI accelerators.