OpenAI DevDay is today
One stock you should be watching closely: Cerebras $CBRS
Cerebras already powers OpenAI’s Ultrafast inference + has a massive 750 MW partnership
As AI shifts toward reasoning + real-time agents, inference speed becomes critical
Cerebras is built for it
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Cerebras $CBRS deserves more attention.
> +103% core revenue growth
> +287% cloud + services
> $25.4B RPO
> $20B+ OpenAI deal
> AWS + AMD partnerships
> Heavy institutional support
IPO base + Potential double bottom
Fast inference will become a critical layer of AI.
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