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If this article was true then Cerebras would be worth at least 2.5T and Nvidia half of what’s worth now. The market seems to be paying a premium for training ch
by paoliniluis 2mo ago
If this article was true then Cerebras would be worth at least 2.5T and Nvidia half of what’s worth now. The market seems to be paying a premium for training chips rather than inference. Oh, and there’s also a bubble as you can see in Shiller’s PE ratio here https://www.multpl.com/shiller-pe https://www.multpl.com/shiller-pe