3 AI stocks under 27x P/E: NVIDIA, Cerebras Systems

Recent cyber security alerts around a critical PHP flaw are linked to the urgency pushing capital toward the physical backbone of AI, from power-hungry data centers to chips that need serious cooling. That framing sets up the three stocks as picks from a curated AI infrastructure screen rather than standalone recommendations.

NVIDIA is presented as the clearest pure play on the build-out, with its chips and software turning data center electricity and floor space into AI compute capacity that customers rent by the token and by the minute. The piece notes the company's two main lines of business and a market value near US$5,359.9b, while flagging that a US$400b annual revenue assumption rests on NVIDIA staying dominant in GPU design and AI software, with competition from AMD, Intel or a Chinese firm as a risk.

Cerebras Systems is described as building the heavy compute gear that turns AI ambitions into actual data center capacity through wafer-scale chips and rack-scale systems, generating about US$680.7 million from semiconductors tied to its AI compute platform and carrying a market value near US$25.9b. A March 2026 integration of Cerebras CS-3 systems into Amazon Bedrock delivered up to a 15x speed improvement over monolithic GPU setups for inference workloads, and a crucial dependency shapes future pricing power and cash flow conversion.