Cerebras vs. SpaceX: Which Is the Better AI IPO Stock to Buy and Hold for the Next 10 Years?

Cerebras and SpaceX are two major AI-linked IPOs with different business models. Cerebras specializes in wafer-scale AI processors for fast inference with strong OpenAI backing ($10B+ deal), while SpaceX leverages Starlink's recurring revenue base and expanding AI infrastructure business. SpaceX is recommended as the stronger 10-year pick due to multiple growth engines and lower dependency on single customers, though Cerebras offers higher upside potential if it executes on its ambitious roadmap.