Cerebras Systems (CBRS) has cracked the code on speed. The company's wafer-scale technology runs the fastest artificial intelligence (AI) infrastructure on the planet, and fast AI prints money in ways slow AI simply cannot. The edge pulled in serious names. OpenAI and Amazon's (AMZN) AWS both came knocking, with momentum building ever since.
The OpenAI deal alone would make any investor spill their coffee in excitement. Cerebras locked in a multi-year agreement worth more than $20 billion, under which OpenAI would deploy 750 megawatts of Cerebras high-speed inference over the next several years.
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