Cerebras denies two-year wafer lifespan, says usable for decades
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Cerebras published a blog post on November 5 responding to a report previously released by short-seller Culper Research. Culper Research claimed that Cerebras's wafers wear out in about two years; Cerebras denies this, saying Culper Research did not use PariPoser material. Cerebras says its wafers are certified by manufacturer TSMC to run continuously for 10 years at 105°C, which is 20°C above its maximum operating temperature; deployed CS-3 wafers have an average junction temperature below 65°C and do not exceed 85°C. Cerebras also says that since the CS-3 launched in 2024, fewer than 0.5% of deployed wafers have been retired. These are Cerebras's rebuttal claims; Culper Research's allegations have not been independently confirmed.
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- Cerebras BlogWhat It Took to Build Wafer-Scale, and Why It Lasts
Cerebras CEO Andrew Feldman rebuts a Culper Research short-seller report claiming its wafers wear out after about two years, saying the company does not use the PariPoser material and that its patented assembly keeps temperatures steady and even while flexible connections absorb thermal expansion. He cites TSMC qualification for 10 years of continuous operation at 105°C and an average junction temperature below 65°C across deployed CS-3 systems, arguing Arrhenius modeling with those inputs implies 33 years at maximum temperature and over a century at average. Feldman also says fewer than 0.5% of deployed CS-3 wafers have been decommissioned since 2024 and defends the company's 3-5 year depreciation schedule as conservative.
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