Cerebras Systems is trading 4.51% higher at $208.84, supported by a reported multi-year agreement with General Compute to deploy its inference hardware. - General Compute is an AI cloud provider, and the agreement supports demand for Cerebras systems. - Semiconductor stocks are down in the session amid concerns about AI-chip demand and OpenAI’s training pause, a countervailing headwind rather than the clearest explanation for Cerebras Systems’ gain.