[Cerebras's stock is set for a near doubling](https://www.marketwatch.com/story/cerebrass-stock-set-for-blast-off-as-early-indications-point-to-a-near-doubling-bf3f24ac?mod=mw_rss_topstories) when it trades, and the AI infrastructure crowd is ecstatic. But here's what everyone's missing: Cisco just posted $56.5B in annual revenue with 48% net margins — meaning they're generating $27B in pure profit. Cerebras hasn't shipped at scale, has no revenue profile, and is burning cash to prove a point.

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