lots stupid money out there but you'd think people with a hare brain would see through to the flagrant amount of related transaction + stock option trigger - classic insider pump? They should hire better investment bankers to pretend they actually tried to legitimatize this. Lawyers may be more clever with this.
Some companies also use Cerebras system for high performance computing like physics stimulation, nuclear fission etc. For this task, Cerebras system is better much as it is both fast and economical but right now AMD dominates this field because their CDNA gpu architecture is highly optimised for hpc computing but they are going all on AI. May be Cerebras can take a piece of that industry. What you think about it?
I think Cerebras is an amazing HPC company with breakthrough technology, valued as an AI headfake. Going to include all the HPC wins in my short report. Problem with that market is these customers only need 1-4 WSE for their use cases. Not enough volume, especially given the hardware has sub 40% gross margins...
I think most of the costs come from custom power delivery and cooling engineering required to power and cool this insane chip. The technology Cerebras has developed has some value. Let's see how that comes out!!
As a business it has zero robustness with such a chuck of revenue via G-MONEY! Who are its customers? Geography? Given the lack of attention to detail in the snips of earning report tad cornering for a “top” chip company. If they can’t get such a basic task right, chances of them becoming leading anything don’t look too attractive to me. Thank you kindly sir for the insights.
Increasingly I'm thinking that the more a company touts a compiler as a competitive advantage, the weaker their tech is...
lots stupid money out there but you'd think people with a hare brain would see through to the flagrant amount of related transaction + stock option trigger - classic insider pump? They should hire better investment bankers to pretend they actually tried to legitimatize this. Lawyers may be more clever with this.
Some companies also use Cerebras system for high performance computing like physics stimulation, nuclear fission etc. For this task, Cerebras system is better much as it is both fast and economical but right now AMD dominates this field because their CDNA gpu architecture is highly optimised for hpc computing but they are going all on AI. May be Cerebras can take a piece of that industry. What you think about it?
I think Cerebras is an amazing HPC company with breakthrough technology, valued as an AI headfake. Going to include all the HPC wins in my short report. Problem with that market is these customers only need 1-4 WSE for their use cases. Not enough volume, especially given the hardware has sub 40% gross margins...
I think most of the costs come from custom power delivery and cooling engineering required to power and cool this insane chip. The technology Cerebras has developed has some value. Let's see how that comes out!!
Yea their cooling and power delivery is super cool. PVT control as well.
Umm, how are you getting an allocation for the IPO? Webull is that awesome or you are such a high roller? 😛
Webull does have an IPO thing. CBRS is not listed yet but I will find a way. Have multiple accounts across various brokers.
As a business it has zero robustness with such a chuck of revenue via G-MONEY! Who are its customers? Geography? Given the lack of attention to detail in the snips of earning report tad cornering for a “top” chip company. If they can’t get such a basic task right, chances of them becoming leading anything don’t look too attractive to me. Thank you kindly sir for the insights.