https://milled.com/theinformation/cerebras-ceos-past-felony-...
Experienced investors will not touch them:
https://www.nbclosangeles.com/news/business/money-report/cer...
I estimated last year that they can only produce about 300 chips per year and that is unlikely to change because there are far bigger customers for TSMC that are ahead of them in priority for capacity. Their technology is interesting, but it is heavily reliant on SRAM and SRAM scaling is dead. Unless they get a foundry to stack layers for their wafer scale chips or design a round chip, they are unlikely to be able to improve their technology very much past the CSE-3. Compute might somewhat increase in the CSE-4 if there is one, but memory will not increase much if at all.
I doubt the investors will see a return on investment.