Serenity: OpenAI to Deploy Its Frontier Model on Cerebras Chips, Has Built Initial Position in Cerebras
2026-06-27 06:39
Odaily Odaily News "White Hair Stock God" Serenity posted on platform X, stating that OpenAI will deploy its 56 billion parameter frontier model on Cerebras chips, with an inference speed of 750 tokens/second.
Serenity stated that after seeing this news, they built an initial position in Cerebras in the $170 range, which is lower than the $185 IPO offering price. Serenity believes this validates Cerebras' technological 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.
추천 기사
