AI shares have suffered one of their worst sell-offs since 2020, amid concern that new Democratic lawmakers could slow data centre rollouts. A Simply Wall St article names three AI growth stocks in which insiders hold large stakes. CoreWeave, a specialist GPU cloud provider, reports $7.59 billion in data processing revenue and has a market cap of $26.71 billion. Its capital-intensive, leasing-style model adds financing risk. Nebius Group builds AI cloud infrastructure and has a market cap of $33.0 billion. It makes about $1.31 billion from Nebius AI Cloud. Cerebras Systems sells wafer-scale AI hardware, with $680.7 million in semiconductor revenue and a market cap of $19.41 billion.

A slide in US technology shares in October has shaken investors' patience with expensive AI growth stories. Simply Wall St says that may favour smaller, fast-growing companies with heavy insider ownership. It highlights three stocks. CoreWeave, an AI cloud provider focused on GPU compute, earns about $7.6 billion from data processing services and has a market value of roughly $30.3 billion. Its model is capital-intensive, with Nvidia dominant on hardware supply. Tesla makes about $91.3 billion from automotive and $12.3 billion from energy generation and storage. Its market value is near $1.6 trillion, and it is pursuing AI, robotaxis, humanoid robots, and battery storage. Cerebras Systems builds wafer-scale AI hardware. In March 2026, AWS added its CS-3 systems to Amazon Bedrock, promising up to 15x faster inference than monolithic GPU setups.

Cerebras Systems shares fell 10% after short seller Culper Research claimed the company's wafers "break down after just ~2 years in use." The drop erases Tuesday's 10% gain, which followed a deal to offer Cerebras systems on Oracle's cloud. Culper also said Cerebras's draft IPO filings through December 2025 gave its systems useful lives of 1.5 to 3 years. Four months later the range was 3 to 5 years, with no explanation. Longer lives mean lower depreciation and higher margins. The two-year figure is unproven. Cerebras's gross margin rose from 11.7% in fiscal 2022 to 42.3% in fiscal 2024, then slipped to 39.0% in fiscal 2025. Oracle plans to have Cerebras systems in its data centres by the first half of 2027.