The top wall street firms are fighting over 1 one AI chip
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摘要
Cerebras fell as much as 47% from its first-day close after SemiAnalysis reported that
OpenAI's new Ultrafast tier was running on Nvidia chips rather than Cerebras silicon. Then
Sam Altman called Cerebras a close partner and the stock jumped 9%.
The explanation turned out to be supply. OpenAI holds Cerebras's available capacity, and
SemiAnalysis reported that Jane Street had taken the fastest slice of it for high-frequency
trading, which is why GPT-6.1 Astra's Ultrafast tier reached for Nvidia instead.
Timestamps
0:00 The Firm That Bought Everything
1:56 A Bus And A Sports Car
3:34 The Post That Crashed It
7:29 One Tweet Changed It
8:59 The Megawatt Math
10:21 Why Milliseconds Cost Millions
13:13 Memory On The Chip
16:13 Watch How Fast
18:23 Not Just Traders
21:17 Every Fortune 500 Is Watching
22:35 The Jarvis Problem
#Cerebras #OpenAI #Nvidia #AI #JaneStreet #YahooFinance #InTheLoop
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