Serenity: OpenAI to Deploy Its Frontier Model on Cerebras Chips, Serenity Initiates First Position in Cerebras

Odaily reported that "White-haired Stock God" Serenity posted on X platform, stating that OpenAI will deploy its 56-billion-parameter frontier model on Cerebras chips, with inference speeds reaching 750 tokens/second.

Serenity said that after seeing this news, they initiated a first position in Cerebras at the $170 range, a price below the $185 IPO price. Serenity believes this validates Cerebras' technological strength. However, compared to profitable companies like Jabil, Cerebras' valuation appears high, but due to its partnership with OpenAI, as long as OpenAI maintains its industry-leading position, Cerebras may enjoy a valuation premium.