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▶ 0:38 · $CBRS · Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
episode briefing
TBPN

Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN

2026-05-15 · 1 company · 3 thematic
sentiment
0 bull0 bear1 neu
speakers
john coogan

Co-host of TBPN, a live technology and business show focused on startups, venture capital and Silicon Valley.

quote
“Cerebras chips work, which was something people were not expecting for a while... SemiAnalysis was spending 80% of their AI spend on Opus 4.6 fast... OpenAI is clearly very pill on Cerebras. Cerebras has a big 750 megawatt deal with OpenAI…”
—john coogan
now playing · $CBRS
$CBRS···neutral· mediumjohn coogan
Cerebras IPO doubles valuation to $64B as wafer-scale chips prove viable for fast AI inference
Cerebras' wafer-scale chips work and are serving OpenAI's GPT-5.3 in Codex, proving demand for ultra-fast inference where customers pay 6x for 2x speed; however, SRAM memory scali…