Serenity: OpenAI to Deploy Its Cutting-Edge Model on Cerebras Chips, Initiates Position in Cerebras for the First Time

Odaily Planet Daily reports that "White-Haired Stock God" Serenity posted on the X platform, stating that OpenAI will deploy its 56-billion-parameter cutting-edge model on Cerebras chips, achieving an inference speed of 750 tokens/second. Serenity mentioned that after seeing this news, they initiated a position in Cerebras for the first time in the $170 range, which is below the IPO issue price of $185. Serenity believes this validates Cerebras' technical capabilities. However, compared to profitable companies like Jabil, Cerebras' valuation is relatively high. Nevertheless, due to its partnership with OpenAI, as long as OpenAI maintains its industry-leading position, Cerebras may enjoy a valuation premium.