Re: cerebras, they filed a S1 [1] last year when attempting to go public. It showed something like a $60M+ loss for the first 6 months of 2024. The IPO didn’t happen because the CEO’s past included some financial missteps and the banks didn’t want to deal with this. At the time the majority of their revenue came from a single source in Abu Dhabi, as well. They did end up benefiting by the slew of open source model releases which enabled them to become inference providers via APIs rather than needing to provide the full stack for training.
[1] https://www.sec.gov/Archives/edgar/data/2021728/000162828024...