Join us in person or virtually to hear directly from Gartner experts on the latest insights for investors.
Join us in person or virtually to hear directly from Gartner experts on the latest insights for investors.
April 23, 11:00 AM - 12:00 PM ET | Virtual
Agenda:
How we got here
• 2024 - 2025: Database Management Market Share Update
• Changes in Enterprise Adoption
• Competition for Growth Dollars
Current View
• Rise of the Lakehouse
• Pricing Model Evolutions
• Buyer Sentiment and Contract Trends
Outlook:
• Competitive Dynamics of Snowflake/Databricks vs CSPs vs OpenAI/Anthropic
• Tailwinds & Headwinds
• Forward-Looking Signals Investors Should Track
Q&A
April 28, 2:00 PM - 3:00 PM ET | Virtual
This session will provide critical insights into Cerebras’ strategic partnership announcements, competitive positioning, and market outlook - along with what these developments mean for the future of AI hardware.
Agenda:
• Why Gartner recognized Cerebras as a Tech Innovator in 2024 and a Cool Vendor in 2025.
• Strategic Partnerships: Significance of recently announced partnerships including OpenAI.
• Customer Acquisition Announcements: Meaningful & necessary revenue diversification?
• Competitive Positioning: How defensible is Cerebras’ competitive moat?
• Competitive Dynamics: Anticipated shifts and responses from AI hardware competition.
• Growth Projections: What our latest forecast tells us about Cerebras’ market opportunity.
• Underlying Growth Drivers: Head and tailwinds influencing market growth expectations.
• IPO Readiness: Thoughts on Cerebras’ announced IPO and investor implications.
• Closing thoughts: What lies ahead for Cerebras and the AI Hardware sector?
Hosts:
• Gaurav Gupta | Gartner - Semiconductor Analyst
• Kumar Dhir | Gartner Invest - Infrastructure Software Analyst
Watch live or on-demand webinars to hear from Gartner experts on the latest technology and business insights.
Attend a Conference
Accelerate growth with Gartner conferences
Gain exclusive insights on the latest trends, receive one-on-one guidance from a Gartner expert, network with a community of your peers and leave ready to tackle your mission-critical priorities.