# If Cerebras Systems moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/cerebras · Facet: ripple · Updated: 2026-07-10T11:58:40.825+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Cerebras Systems is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 78 companies within two hops; the links are backed by 3 dated sources, 1 of them primary filings (as of 2026-07-10).

A wafer-scale AI-chip firm (inference-focused, an NVIDIA alternative; returns not tracked at this private stage). It sells inference to cloud and enterprises, sitting atop its equipment and wafer suppliers (MKS, SUMCO, Applied). It benefits as demand for an alternative to NVIDIA monopoly grows, though its structural bet on a single giant chip is still being validated.

## Demand chain (leading)
- T1 OpenAI (https://valuechain.wiki/openai.md)
- T2 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T2 Accenture plc (https://valuechain.wiki/accenture.md)
- T3 Corteva, Inc. (https://valuechain.wiki/corteva.md)
- T1 Amazon (https://valuechain.wiki/amazon.md)
- T2 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Shopify (https://valuechain.wiki/shopify.md)
- T2 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 ResMed Inc. (https://valuechain.wiki/resmed.md)
- T3 Otis Worldwide Corporation (https://valuechain.wiki/otis-worldwide.md)
- T3 Verisk Analytics (https://valuechain.wiki/verisk-analytics.md)
- T3 Expand Energy Corporation (https://valuechain.wiki/expand-energy.md)
- T2 CrowdStrike (https://valuechain.wiki/crowdstrike.md)
- T2 Datadog (https://valuechain.wiki/datadog.md)
- T2 Schrodinger (https://valuechain.wiki/schrodinger.md)
- T2 Coupang (https://valuechain.wiki/coupang.md)
- T2 MercadoLibre, Inc. (https://valuechain.wiki/mercadolibre.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)
- T2 Airbnb Inc (https://valuechain.wiki/airbnb.md)
- T2 The Walt Disney Company (https://valuechain.wiki/disney.md)
- T3 Charter Communications, Inc. (https://valuechain.wiki/charter-communications.md)
- T2 Netflix (https://valuechain.wiki/netflix.md)
- T2 Illumina (https://valuechain.wiki/illumina.md)
- T3 Tempus AI (https://valuechain.wiki/tempus-ai.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T2 Palo Alto Networks (https://valuechain.wiki/palo-alto-networks.md)
- T2 Workday, Inc. (https://valuechain.wiki/workday.md)
- T3 Bank of America (https://valuechain.wiki/bank-of-america.md)
- T3 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T2 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Trade Desk (The) (https://valuechain.wiki/trade-desk.md)
- T2 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 PepsiCo (https://valuechain.wiki/pepsico.md)
- T3 Equinix (https://valuechain.wiki/equinix.md)
- T3 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T3 Williams-Sonoma, Inc. (https://valuechain.wiki/williams-sonoma.md)
- T3 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T3 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T2 Automatic Data Processing, Inc. (https://valuechain.wiki/automatic-data-processing.md)
- T3 Coca-Cola Europacific Partners (https://valuechain.wiki/coca-cola-europacific-partners.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T2 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 HCA Healthcare, Inc. (https://valuechain.wiki/hca-healthcare.md)
- T2 Adobe Inc. (https://valuechain.wiki/adobe.md)
- T3 The Coca-Cola Company (https://valuechain.wiki/coca-cola.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Tapestry, Inc. (https://valuechain.wiki/tapestry.md)
- T2 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 Chevron Corporation (https://valuechain.wiki/chevron.md)
- T3 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T3 Diamondback Energy, Inc. (https://valuechain.wiki/diamondback-energy.md)
- T3 Devon Energy Corporation (https://valuechain.wiki/devon-energy.md)
- T2 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 Domino's (https://valuechain.wiki/dominos.md)
- T2 3M Company (https://valuechain.wiki/3m.md)
- T3 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 Fastenal Company (https://valuechain.wiki/fastenal.md)
- T2 Hilton Worldwide Holdings Inc. (https://valuechain.wiki/hilton-worldwide.md)
- T3 Host Hotels & Resorts (https://valuechain.wiki/host-hotels-resorts.md)
- T3 American Express (https://valuechain.wiki/american-express.md)
- T2 Becton, Dickinson and Company (https://valuechain.wiki/becton-dickinson.md)
- T3 Cardinal Health, Inc. (https://valuechain.wiki/cardinal-health.md)
- T3 McKesson Corporation (https://valuechain.wiki/mckesson.md)
- T2 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Ford Motor Company (https://valuechain.wiki/ford-motor-company.md)
- T3 Kikkoman (https://valuechain.wiki/kikkoman.md)
- T2 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Kia (https://valuechain.wiki/kia.md)
- T2 Carrier Global Corporation (https://valuechain.wiki/carrier-global.md)
- T3 The Home Depot, Inc. (https://valuechain.wiki/home-depot.md)
- T3 Comfort Systems USA, Inc. (https://valuechain.wiki/comfort-systems-usa.md)
- T3 EMCOR Group, Inc. (https://valuechain.wiki/emcor.md)
- T2 Live Nation Entertainment, Inc. (https://valuechain.wiki/live-nation-entertainment.md)
- T3 Mastercard Inc (https://valuechain.wiki/mastercard.md)
- T2 IDEXX Laboratories, Inc. (https://valuechain.wiki/idexx-laboratories.md)
- T2 Waters Corporation (https://valuechain.wiki/waters.md)
- T2 Agilent Technologies, Inc. (https://valuechain.wiki/agilent-technologies.md)
- T3 Alnylam Pharmaceuticals (https://valuechain.wiki/alnylam-pharmaceuticals.md)
- T3 Pfizer Inc. (https://valuechain.wiki/pfizer.md)
- T2 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T2 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T2 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T2 GE HealthCare Technologies Inc. (https://valuechain.wiki/ge-healthcare.md)
- T2 Labcorp Holdings Inc. (https://valuechain.wiki/labcorp.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T2 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T2 Constellation Brands, Inc. (https://valuechain.wiki/constellation-brands.md)
- T2 Fair Isaac Corporation (https://valuechain.wiki/fair-isaac.md)
- T3 Equifax (https://valuechain.wiki/equifax.md)

## Supply chain (benefiting)
- T1 TSMC (https://valuechain.wiki/tsmc.md)
- T2 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T3 MKS Instruments (https://valuechain.wiki/mks-instruments.md)
- T3 TCK (Tokai Carbon Korea) (https://valuechain.wiki/tck.md)
- T3 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T3 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T3 SMC Corporation (https://valuechain.wiki/smc.md)
- T2 Lam Research (https://valuechain.wiki/lam-research.md)
- T3 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T2 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Siemens AG (https://valuechain.wiki/siemens-ag.md)
- T2 SCREEN Holdings (https://valuechain.wiki/screen-holdings.md)
- T2 JSR Corporation (https://valuechain.wiki/jsr.md)
- T3 Yokogawa Electric (https://valuechain.wiki/yokogawa-electric.md)
- T2 Lasertec (https://valuechain.wiki/lasertec.md)
- T2 Tokyo Ohka Kogyo (TOK) (https://valuechain.wiki/tokyo-ohka.md)
- T2 Disco Corporation (https://valuechain.wiki/disco.md)
- T2 Entegris (https://valuechain.wiki/entegris.md)
- T2 KLA (https://valuechain.wiki/kla.md)
- T2 Onto Innovation (https://valuechain.wiki/onto-innovation.md)
- T2 ASM International (https://valuechain.wiki/asm-international.md)
- T2 Resonac (https://valuechain.wiki/resonac.md)
- T2 Hitachi High-Tech (https://valuechain.wiki/hitachi-hightech.md)
- T3 Hitachi (https://valuechain.wiki/hitachi.md)
- T2 BESI (https://valuechain.wiki/besi.md)
- T2 HPSP (https://valuechain.wiki/hpsp.md)
- T2 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T2 Shin-Etsu Chemical (https://valuechain.wiki/shin-etsu.md)
- T2 SUMCO Corporation (https://valuechain.wiki/sumco.md)
- T2 Synopsys (https://valuechain.wiki/synopsys.md)
- T2 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T2 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T2 Teradyne (https://valuechain.wiki/teradyne.md)
- T2 Advantest (https://valuechain.wiki/advantest.md)
- T2 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T2 Ebara (https://valuechain.wiki/ebara.md)
- T2 Linde (https://valuechain.wiki/linde.md)
- T3 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T2 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T2 Fujimi Incorporated (https://valuechain.wiki/fujimi.md)
- T2 Leeno Industrial (https://valuechain.wiki/leeno.md)
- T2 Photronics (https://valuechain.wiki/photronics.md)
- T3 Hoya Corporation (https://valuechain.wiki/hoya.md)
- T2 ASML (https://valuechain.wiki/asml.md)
- T3 Carl Zeiss SMT (https://valuechain.wiki/carl-zeiss-smt.md)
- T3 TRUMPF (https://valuechain.wiki/trumpf.md)
- T3 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T2 Qnity Electronics (https://valuechain.wiki/qnity-electronics.md)
- T3 DuPont (https://valuechain.wiki/dupont.md)
- T2 EO Technics (https://valuechain.wiki/eo-technics.md)

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Full node: https://valuechain.wiki/cerebras.md · JSON: https://valuechain.wiki/cerebras.json