Serenity: OpenAI to Deploy Its Frontier Model on Cerebras Chips, Has Made First Purchase of Cerebras

Odaily Serenity, known as the "White-Haired Stock God," 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 stated that after seeing this news, they made their first purchase of Cerebras in the $170 range, a price below the IPO offering price of $185. Serenity believes this validates Cerebras's technological strength, but compared to profitable companies like Jabil, Cerebras's valuation is on the higher side. However, due to its partnership with OpenAI, as long as OpenAI maintains its industry-leading position, Cerebras may command a valuation premium.