1) **Requirement for mature CUDA ecosystem compatibility**
If the stack is deeply optimized around NVIDIA GPUs (custom CUDA kernels, specific profilers, established MLOps centered on NVIDIA), switching may introduce meaningful engineering risk.
2) **Need for proprietary model access from the same provider**
Cerebras Inference is positioned around open-source/open-weight models. If an organization requires proprietary models (e.g., GPT/Claude families) directly from the same provider, other vendors will be necessary.
3) **Need publicly verifiable certifications up front**
Cerebras has a Trust Center, but in this research pass clear public SOC2/ISO statements were not captured. If procurement requires those before engagement, consider alternatives with well-documented compliance.
4) **Workloads that are sparsity-heavy or depend on sparsity optimizations**
Community discussion raises questions about sparse model suitability; validate with a pilot before committing.
5) **Low tolerance for vendor concentration/business risk**
IPO-related reporting suggests customer concentration and execution risk; conservative buyers may prefer larger incumbents or multi-vendor approaches.
Limitations and risks evidenced in sources
- **Sparse model support concerns:** raised by community discussion (a fit concern rather than a confirmed defect). (https://www.reddit.com/r/Semiconductors/comments/1lz4en7/cerebras_what_opinions_do_you_have_on_the_company/)
- **Ecosystem/tooling maturity gap versus NVIDIA:** community comments indicate a tooling and developer-experience gap. (https://www.reddit.com/r/LocalLLaMA/comments/1gbo68a)
- **Economic competitiveness depends on baseline comparisons:** pricing comparisons vary by channel, context length, quantization, and scale. (https://www.reddit.com/r/LocalLLaMA/comments/1f2luab)
- **Business and execution risk:** IPO coverage flags customer concentration, supply-chain, and profitability considerations. (https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth)