Cerebras Systems vs Groq

Cerebras Systems — Hardware · Public · $44.4B mkt cap · 3 of 3 figures sourced  |  Groq — Hardware · Private · $3.5B valuation · 3 of 3 figures sourced

Relationship

Contrary Research's Cerebras company report, Competition section -- names Groq as Cerebras's direct rival in inference. Reciprocally corroborated by Reuters (republished on investing.com, 2025-12-24): "Groq's primary rival in the approach is Cerebras Systems."

2 of 3 capabilitiesShared product typeSmaller scaleSourced competitorBuild on a hosted model APIServe a model in production

2 of 3 capabilities — Shares accelerator silicon and model inference.

Ludbee capability tags · from the product records

Shared product type — Both ship hardware and model API.

Ludbee product records

Smaller scale — Groq: $3.5B valuation, against Cerebras Systems's $44.4B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Sourced competitor — “As Cerebras looks to expand into the larger AI inference market, it will have to innovate against Groq's inference-specialized LPU chips.”

research.contrary.com · checked 2026-09-19

Build on a hosted model API — Rivals on this job — Call hosted language models from an application, billed per token, without running the models yourself.

Ludbee needs vocabulary · the scope on the sourced edge

Serve a model in production — Rivals on this job — Run a trained model behind an API at scale — hosted endpoints, GPU capacity, routing, and the cost and latency trade that comes with them.

Ludbee needs vocabulary · the scope on the sourced edge

Aligned comparison

FieldCerebras SystemsGroq
Size$44.4B mkt cap$3.5B valuation different basis
Employees708—
Founded20152016 1 yrs later
StatusPublicPrivate
CategoryHardwareHardware match
Stack layerHardware, Model API, PlatformHardware, Model API
HeadquartersSunnyvale, USAMountain View, USA

Capability overlap

Shared · 2

Accelerator siliconModel inference

Not verified for Groq · 1

Model training

Recorded for Cerebras Systems. Groq’s product records say nothing either way — a missing record is not a missing capability.

Groq has no capability Cerebras Systems lacks, among the 2 recorded here.

Products, side by side

Hand-checked pairing

Cerebras Systems

Model API

Cerebras InferenceModel API

Hosted inference service that serves open-weight models on Cerebras wafer-scale hardware, billed per token.

Hardware

Cerebras WSE-3 Turbo (WSE-3T)Hardware

Wafer-scale processor — now WSE-3 Turbo (WSE-3T), four trillion transistors and 900,000 AI cores — sold inside Cerebras' rack-scale systems: three WSE-3T processors power the CS-4, the successor to the WSE-3-based CS-3.

Groq

Model API

GroqCloudModel API

Hosted inference service that serves open-weight models on Groq's own LPU hardware, billed per token.

Hardware

Groq LPU (GroqChip)Hardware

The Language Processing Unit (LPU) — Groq's own inference accelerator chip (GroqChip), deployed 256 per rack across Groq's own data centers. Not sold or licensed as standalone hardware today: access comes bundled into GroqCloud or into the dedicated regional deployments Groq itself builds and operates for governments and telecoms.

No counterpart

Cerebras Systems sells these in a stack layer with no product recorded for Groq yet — nothing on the other side to compare them against.

Platform

Cerebras Training CloudPlatform

Managed training/fine-tuning cloud for models from 1B to tens-of-trillions of parameters without manual sharding or model-parallelism configuration, billed pay-per-hour or pay-per-model (Cerebras-run custom training).