Lovable partners with Cerebras to enhance its software platform using advanced AI inference technology, improving response times for users.
Quiver AI Summary
Lovable and Cerebras Systems have announced a partnership to integrate Cerebras' advanced inference platform into Lovable's software creation platform. This collaboration allows Lovable to leverage Cerebras' Wafer-Scale Engine, which significantly enhances inference speed by keeping model weights on a single wafer, thus improving memory bandwidth compared to traditional GPU systems. This improvement is crucial for Lovable's users, as it reduces response times and transforms software creation into a more seamless and interactive experience. Lovable has already facilitated over 50 million projects since its launch in 2024, and the partnership aims to further explore innovative product experiences enabled by faster AI capabilities. Both companies emphasize the importance of speed in software development, indicating that this collaboration will enhance user engagement and productivity.
Potential Positives
- Lovable and Cerebras have partnered to utilize the world's fastest inference platform, improving the performance and speed of Lovable's software creation platform, which is significant for enhancing user experience.
- The partnership signifies a strategic move towards optimizing latency-sensitive workloads, potentially attracting more users and increasing project efficiency on Lovable’s platform.
- Since its launch, Lovable has achieved over 50 million projects built, highlighting a strong user base and the impact of this partnership on scaling up further project creation.
- The collaboration opens possibilities for new product experiences and interactive applications, indicating a forward-thinking approach and growth potential in AI-native markets for both companies.
Potential Negatives
- The press release includes multiple forward-looking statements, indicating future risks and uncertainties that could materially affect the company's performance and financial stability.
- Cerebras highlights its reliance on a limited number of significant customers, such as OpenAI and AWS, which poses a risk if demand from these clients decreases or if relationships deteriorate.
- There is an emphasis on the company’s history of net losses, suggesting ongoing financial challenges and the struggle to achieve sustained profitability.
FAQ
What is the partnership between Lovable and Cerebras Systems?
The partnership aims to integrate Cerebras' fast inference platform with Lovable's software creation platform for improved performance.
How does Cerebras' Wafer-Scale Engine enhance software creation?
The Wafer-Scale Engine provides superior memory bandwidth, enabling instantaneous AI responses that streamline software development workflows.
What benefits will users of Lovable experience from this collaboration?
Users will experience faster response times, allowing for a more seamless and interactive software creation process without long waiting periods.
How many projects have been created on Lovable since its launch?
Since its launch in November 2024, over 50 million projects have been built on the Lovable platform.
What companies are involved in the development of AI infrastructure?
Cerebras collaborates with leading global corporations, research institutes, and governments to deploy its AI solutions for various applications.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$CBRS Insider Trading Activity
$CBRS insiders have traded $CBRS stock on the open market 130 times in the past 6 months. Of those trades, 0 have been purchases and 130 have been sales.
Here’s a breakdown of recent trading of $CBRS stock by insiders over the last 6 months:
- DHIRAJ MALLICK (Chief Operating Officer) has made 0 purchases and 58 sales selling 79,445 shares for an estimated $14,117,476.
- ANDREW D. FELDMAN (CEO, President) has made 0 purchases and 12 sales selling 17,990 shares for an estimated $3,113,282.
- YAGNESH PATEL (Chief Accounting Officer) has made 0 purchases and 44 sales selling 10,079 shares for an estimated $1,739,513.
- SEAN LIE (Chief Technology Officer) has made 0 purchases and 16 sales selling 10,033 shares for an estimated $1,706,311.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CBRS Hedge Fund Activity
We have seen 135 institutional investors add shares of $CBRS stock to their portfolio, and 0 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WASHINGTON UNIVERSITY added 551,086 shares (+inf%) to their portfolio in Q2 2026, for an estimated $121,790,006
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 371,665 shares (+inf%) to their portfolio in Q2 2026, for an estimated $82,137,965
- LEGAL ADVANTAGE INVESTMENTS, INC. added 314,889 shares (+inf%) to their portfolio in Q2 2026, for an estimated $69,590,469
- SUMITOMO MITSUI TRUST GROUP, INC. added 307,104 shares (+inf%) to their portfolio in Q2 2026, for an estimated $67,869,984
- HAMILTON LANE ADVISORS LLC added 238,304 shares (+inf%) to their portfolio in Q2 2026, for an estimated $52,665,184
- KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD added 75,500 shares (+inf%) to their portfolio in Q2 2026, for an estimated $16,685,500
- JENNISON ASSOCIATES LLC added 73,182 shares (+inf%) to their portfolio in Q2 2026, for an estimated $16,173,222
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CBRS Analyst Ratings
Wall Street analysts have issued reports on $CBRS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 06/08/2026
To track analyst ratings and price targets for $CBRS, check out Quiver Quantitative's $CBRS forecast page.
$CBRS Price Targets
Multiple analysts have issued price targets for $CBRS recently. We have seen 11 analysts offer price targets for $CBRS in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Paul Meeks from Freedom Capital Markets set a target price of $209.0 on 06/30/2026
- N. Quinn Bolton from Needham set a target price of $300.0 on 06/24/2026
- Matt Bryson from Wedbush set a target price of $280.0 on 06/24/2026
- Joseph Moore from Morgan Stanley set a target price of $273.0 on 06/24/2026
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 06/24/2026
- Timothy Arcuri from UBS set a target price of $320.0 on 06/24/2026
- Richard Shannon from Craig-Hallum set a target price of $325.0 on 06/09/2026
Full Release
STOCKHOLM, Sweden and SUNNYVALE, Calif., Aug. 05, 2026 (GLOBE NEWSWIRE) -- Lovable and Cerebras Systems (NASDAQ: CBRS) today announced a partnership to power Lovable's software creation platform with the world's fastest inference platform built by Cerebras. Under the agreement, Lovable will run selected latency-sensitive workloads on dedicated Cerebras capacity, and the two companies will explore product experiences that faster inference makes possible.
Since its launch in November 2024, more than 50 million projects have been built on Lovable—internal tools, new product lines, entire companies—by the people closest to the problems that software is meant to solve. That work depends on inference speed. Every instruction, every revision, every correction is a round trip to a model, and the wait between them is where momentum is lost.
Cerebras built its Wafer-Scale Engine to remove speed as a constraint on what AI can do. Where GPU-based systems split a model's weights across many chips and pay a networking tax on every token, the Wafer-Scale Engine keeps an entire model's weights on a single wafer. This delivers far greater memory bandwidth than the fastest GPU and generating tokens fast enough to make multi-step AI workflows feel instantaneous.
That speed will be available to the millions of people who have built projects on Lovable. By dramatically reducing response times, Cerebras will enable developers and business users alike to stay in flow, transforming software creation from a sequence of waiting periods into a seamless, interactive experience.
“Lovable was built on the idea that the person closest to a problem should be able to solve it,” said Anton Osika, co-founder and CEO, Lovable. “Cerebras helps us make Lovable respond as fast as our customers think, so instead of wondering if an idea’s worth trying, they just build it. Our users deserve infrastructure that keeps up with how they work.”
Creating software is not a single request but a chain of them—planning, scaffolding, writing components, catching an error, rewriting. Each link is a decode-bound workload, where output tokens must be produced one after another, and where GPU-based inference is at its slowest. This is precisely the workload the Wafer-Scale Engine was designed to accelerate: by keeping model weights and compute on a single wafer, Cerebras delivers orders of magnitude more memory bandwidth than the fastest GPU, turning what used to be a batch process into something that feels conversational and interactive at every step of the chain.
“Fast AI is more valuable than slow AI. When AI responds in real-time, users do more with it, stay longer, and run higher value workloads. Software creation is one of the clearest examples of the importance of speed,” said Andrew Feldman, CEO and co-founder, Cerebras. “Creators don’t want to wait. Lovable has already put building software into the hands of millions of people. At Cerebras, we make the AI so fast that users are delighted by the experience.”
The collaboration marks another step in Cerebras' expansion into new AI-native markets, demonstrating how ultra-fast inference enables entirely new categories of interactive applications beyond traditional enterprise AI.
The companies are jointly exploring product experiences that faster inference makes possible. Further details, including technical results and availability, will be shared as the work progresses.
About Cerebras Systems
Cerebras Systems (NASDAQ: CBRS) builds the world’s fastest AI infrastructure. The Cerebras team of pioneering computer architects, computer scientists, AI researchers, and engineers of all types came together to make AI blisteringly fast through innovation and invention. We believe that when AI is fast, it will change the world. Leading global corporations, research institutes, and governments choose Cerebras to run their AI workloads. Cerebras solutions are available on premises and in the cloud. Visit
cerebras.ai
for more.
About Lovable
Lovable is the software creation platform that gives people the power to act on the problems closest to them. From solopreneurs to small business owners to teams at companies like Adidas and Zendesk, people have built over 50 million projects on Lovable since its launch in November 2024. Headquartered in Stockholm with teams in London, Boston, New York, and San Francisco, Lovable is backed by leading investors including Menlo Ventures, CapitalG, and Accel. Learn more at
https://lovable.dev
.
CEREBRAS DISCLOSURE INFORMATION
Cerebras uses its investor relations page (investors.cerebras.ai), its X account (@cerebras), and its LinkedIn page (linkedin.com/company/cerebras-systems/) to disclose material non-public information and for complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor these channels, in addition to following Cerebras' press releases, Securities and Exchange Commission (SEC) filings, public conference calls and public webcasts.
Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of applicable securities laws. All statements other than statements of historical fact could be deemed to be forward-looking, including, but not limited to, statements regarding the implementation and anticipated benefits of the partnership between Cerebras and Lovable, including Lovable’s plans to run latency-sensitive workloads on dedicated Cerebras capacity; the joint development of platform capabilities, model integrations, and product experiences; Cerebras’ continued expansion into new AI-native markets; the enablement of entirely new categories of interactive applications beyond traditional enterprise AI; the timing of further details, including technical results and availability; and any assumptions relating to the foregoing. The words "may," "will," "shall," "should," "expects," "plans," "anticipates," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential," "objective," or "continue," or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans, or intentions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond Cerebras' control. These risks and uncertainties include, but are not limited to: Cerebras' ability to sustain and manage its growth, access borrowings and other sources of capital on acceptable terms, and deploy available capital to support growth; its history of net losses and ability to achieve and maintain profitability; its limited operating history at its current scale and ability to accurately forecast revenue and appropriately budget and manage expenses; its dependence on a limited number of significant customers, including OpenAI, Group 42 Holding Ltd, Mohamed bin Zayed University of Artificial Intelligence, and AWS, and the potential impact of any reduction in demand from, material adverse development in its relationships with, or failure to meet its obligations to, such customers, including under its Master Relationship Agreement with OpenAI; the timing, execution and expected benefits of its strategic customer, partner and financing arrangements; its historical reliance on sales of hardware systems and the early-stage, rapidly evolving market for its cloud-based offerings and AI infrastructure; its ability to secure sufficient data center capacity and capital to support its cloud-based offerings; its ability to launch new offerings and add new product capabilities; and its ability to compete effectively in the rapidly evolving and competitive market for AI computing solutions.
Cerebras' actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors. Accordingly, undue reliance should not be placed on such statements. These forward-looking statements are made as of the date they were first issued and are based on information available to Cerebras together with Cerebras' expectations, estimates, forecasts, projections, beliefs, and assumptions as of such date. These forward-looking statements should not be relied upon as representing Cerebras' views as of any date subsequent to the date of this press release. Past performance is not necessarily indicative of future results. Cerebras undertakes no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.
Further information on potential risks that could affect actual results is included in Cerebras' most recent filings with the SEC, including in Cerebras' most recent Quarterly Report on Form 10-Q, copies of which may be obtained by visiting Cerebras' Investor Relations website at investors.cerebras.ai or the SEC's website at www.sec.gov .
Contacts
Cerebras
Kriselle Laran
Media Relations
[email protected]
Sean Dorsey
Investor Relations
[email protected]
Lovable
[email protected]