If you hold $CBRS you have to be very upset right now.
OpenAI's new ultrafast model runs on NVIDIA. Not Cerebras. The entire pitch was inference speed and the biggest customer in the world just picked $NVDA for exactly that.
Same week, the COO sells $78 million of stock and walks away with zero shares.
Two things you never want to see at once. The customer you built for passing on you, and the insider who knows the most heading for the exit.
OpenAI's new ultrafast model runs on NVIDIA. Not Cerebras. The entire pitch was inference speed and the biggest customer in the world just picked $NVDA for exactly that.
Same week, the COO sells $78 million of stock and walks away with zero shares.
Two things you never want to see at once. The customer you built for passing on you, and the insider who knows the most heading for the exit.
