OpenAI 将其前沿模型部署在 Cerebras（$CBRS）硬件上，推理速度高达 750 tokens/秒，验证了其技术实力。作者在 170 美元附近（低于 IPO 价）首次开
OpenAI 将其前沿模型部署在 Cerebras（$CBRS）硬件上，推理速度高达 750 tokens/秒，验证了其技术实力。作者在 170 美元附近（低于 IPO 价）首次开仓 CBRS，但指出与同市值盈利公司 $JBL 相比可能估值偏高，不过只要 OpenAI 保持领先，其曝光度带来的溢价是合理的。
“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.”原帖：X / @aleabitoreddit ↗