If cerebars is performing well, why didn't its predecessor, server S-3, become the largest API token provider on OpenRouter, surpassing the official model releases?
If you're willing to pay a significant premium for latency, why use openrouter? And anyway Cerebras only supported a few specific models.
The WSE is very expensive to build, and they have a waiting list of customers who are already willing to pay a lot of money for the available supply.
it only takes ~445 GB300 NVL72 (about $22b) to run ALL of openrouter demand for a year. Microsoft rolled out $32b of DC 2026Q1.
imo the issue is that most openrouter demand is inauthentic activity (things that anthropic and openai models will refuse to do like pretend to not be bots when interacting with humans)
Without having any inside information, one possible theory:
All or a vast majority of of the cerebras manufacturing capacity was going to a few companies that aren't publicly available inference providers on openrouter, for their own internal use.
or
The asking price of the S-3, no matter how speedy it might be, for small/medium size customers made it economically prohibitive to purchase and use to sell public inference vs. buying more common nvidia b200 or whatever.