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BBT #16 Snippet | Cerebras IPO Explained
Everyone is watching the AI software layer — the models, the chatbots, the agents. The smarter watch is on the hardware underneath all of it. Cerebras Systems went public during one of the most unprecedented IPO seasons in recent memory, and its core product — a wafer-scale chip built specifically for AI workloads — sits at the center of a race that will determine which companies can train and run AI at the scale the next decade requires. The shift from training to inference is the technical detail that matters most right now: training is what it costs to build a model, inference is what it…
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