What people missed during the GPT-5.6 launch is who actually powers it: Cerebras Running OpenAI's flagship model "Sol" at a blistering 750 tokens/sec, Cerebras hardware slashes agentic coding substantially. As GenAI spending explodes toward $2.3T by 2032, the market is shifting from training to running live inference, a hardware segment Bloomberg Intelligence projects to hit $ 1.3T. CBRS is built specifically for this wave. Why Wall Street is watching: 1. The Backlog: ~$25B in contracted obligations provides a massive, predictable revenue floor. 2. The Moat: Benchmarks show it runs a giant 70-billion-parameter AI model faster than competitor GPUs run a tiny 3-billion-parameter model. 3. The Partnerships: A multi-billion-dollar OpenAI deal and a 15x-faster AWS Bedrock integration. Trading near $204, consensus sits at $291 with fair value models pointing to $415. CBRS is definitely a must watch. (Not financial advice and I have exposure to this. Image from Bloomberg)