Speaker

The demand is way outstripping our ability to build data centers and to fill them with hardware. All right? And so, you know, we have a $25 billion backlog.

Peak+8.0%

CBRS/long/all-in

Cerebras' dinner-plate die with memory next to compute runs inference 15-18x faster than GPUs, a new silicon winner

we made two bets. Um, the first was dedicated silicon would be the answer, and the second was it couldn't look like a GPU. And our view as computer architects is if you want to be 20 times better than somebody Right, your architecture can't look like them

Peak+5.1%

NVDA/short/

tbpn

If CUDA lock-in is overplayed and TPU/Trainium/Cerebras are credible, NVIDIA's pricing power and premium multiple compress.

Yeah. And I think trying to share what that means, what an exponential demand means, and that we're still so early and yet the demand for AI compute is overwhelming. I think sharing that was interesting and I think helpful in educating the financial community. The other thing is that there are lots of ways to do this. That the GPU isn't the only way. You've got a TPU, you've got Trainium, you've got us.

Peak+19.0%

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