The More I Research CBRS, The More Excited I Get About the Potential IF

MMMTWealth
09-01

The more I research $Cerebras Systems(CBRS)$, the more excited I get about the potential IF:

1. They can 20x their throughput in a year.

2. They can bring costs down instead of relying on customers paying a huge premium.

3. IF they can expand beyond a handful of frontier customers to become the default for anyone who needs fast tokens at scale.

I'm still not convinced that given the above, I'd be happy paying 25x NTM sales for it though.

But there's no argument what they've developed is market leading.

-> 43 petabytes/second of on chip memory bandwidth (~2,000x more than $NVIDIA(NVDA)$).

-> 4,000 tokens/sec with CS-4 vs 100 on $NVIDIA(NVDA)$ Blackwell (40x more than $NVIDIA(NVDA)$).

There will no doubt be a price (soon) where $Cerebras Systems(CBRS)$ becomes very interesting.

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
2