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Serenity: OpenAI will deploy its cutting-edge models on Cerebras chips and has built an initial position in Cerebras for the first time.

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ME AI News: "White-haired Stock God" Serenity posted on X platform that OpenAI will deploy its 56 billion parameter frontier model on Cerebras chips, with inference speed reaching 750 tokens/second. Serenity stated that after seeing this news, he first established a position in Cerebras in the $170 range, which is lower than the IPO price of $185. Serenity believes this validates Cerebras' technical strength, but compared to profitable companies like Jabil, Cerebras' valuation is relatively high. However, due to its partnership with OpenAI, as long as OpenAI maintains its industry-leading position, Cerebras may enjoy a valuation premium. (Source: ODAILY)
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