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$CBRS · Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
now playing · $CBRS
$CBRS···bullish· high· posandrew feldman
Cerebras CEO details $20B+ OpenAI partnership and wafer-scale inference advantage post-IPO
Cerebras' wafer-scale engine (58x larger than Nvidia GPUs) delivers 20x faster inference, and the announced OpenAI partnership worth over $20B in hardware over several years valid…
$OPENAIbullish· highandrew feldman
OpenAI commits to $20B+ Cerebras hardware partnership for inference infrastructure
OpenAI's multi-year, $20B+ hardware commitment to Cerebras signals a major shift toward wafer-scale inference infrastructure and co-design collaboration at the frontier of AI mode…
$SPCX···neutral· lowandrew feldman
Feldman sees SpaceX as well-suited for space data centers but 5+ years away
Cerebras' wafer-scale architecture solves the inter-chip communication problem that plagues space-based compute, but production data centers in space are more than five years out…
$NVDA···bearish· mediumandrew feldman
Feldman warns Nvidia uses balance sheet investments to lock in Neoclouds and model builders
Nvidia invests in Neoclouds and model companies creating pressure to use only Nvidia chips, limiting competition and creating circular deal structures that disadvantage alternativ…