Svmuu News: “The White-Haired Stock Guru” Serenity posted on X that OpenAI will deploy its cutting-edge model with 56 billion parameters on Cerebras chips, achieving an inference speed of 750 tokens per second.
Serenity said that after seeing this news, he initiated his first position in Cerebras in the $170 range, which is below the $185 IPO price. Serenity believes this validates Cerebras’ technical capabilities, but notes that Cerebras is overvalued compared to profitable companies like Jabil. However, given its partnership with OpenAI, Cerebras may command a valuation premium as long as OpenAI maintains its industry-leading position.
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Serenity: OpenAI will deploy its cutting-edge models on Cerebras chips and has taken its first position in Cerebras
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Source：Odaily · Source Link
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