OpenAI is launching its frontier model on Cerebras hardware (CBRS), highlighting extremely
OpenAI is launching its frontier model on Cerebras hardware (CBRS), highlighting extremely high inference speed of up to 750 tokens/sec, which validates Cerebras' technology. The author bought CBRS near $170s (below IPO price) but notes it may be overvalued compared to profitable Jabil (JBL) at similar valuation, though OpenAI exposure commands a premium as long as OpenAI remains a leader.
“Kinda nutty OpenAI’s is launching its heavyweight 5.6 Sol frontier model on $CBRS. At up to 750 tokens/sec, which is obscene performance. American inference go brrr. I actually picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price) after seeing this news yesterday. Feels like validation of its tech. IMO a bit overvalued compared to profitable companies like $JBL at the same valuation. But there’s likely premiums for OpenAI exposure, as long as they stay the leader.”Original post：X / @aleabitoreddit ↗