@ai_hyperbull@dMatrix_AI I’m also an investor in D-matrix, another great chip company with 3D architecture and it’s an inference chip company. Chip multiverse is huge.
@Dateline_DTR drilling highlights Colosseum underground upside.
Multiple 200m+ gold intersections extend the mineralised zone outside of the mineral resource estimate, increasing the potential for a bulk underground mining target.
Read the announcement: dtref.short.gy/ColUG
$DTREF $DTR.AU $YE1.FS
@ai_hyperbull@unusual_whales What’s with d matrix? Who does it compete against and what do you think the next fund raise is at and who does it work with long term?
The biggest IPO so far in 2026 launches in 4 days.
$25B $CBRS brands itself an $NVDA killer.
It claims its huge, ultra fast AI chips are 21x faster than B200s.
But it's a parlay trade. $CBRS depends on a $20B OpenAI contract.
For $CBRS to win, OpenAI must win as well.
@ai_hyperbull@chicfryrice@michaelsikand It still looks like a really low revenue amount and looks like they just wanted the branding to say they worked with AWS. They would need deals in the billions to move the needle. I currently rely have a decent amount of cbrs but don’t think the AWS partnership will mean much
trump is a fucking idiot,
this is going to end badly.
a pool with no chemicals (not allowed), no filter (thats what the 300 million was for). with a bright blue background. in summer.....
its going to be a green soup in a matter of days. anyone with a pool knows this.
i cant wait
@michaelsikand You need to dive deep into TSMC SOW-X due for mass production in 2027 and how when cerebra’s upgrades their chip to WSE-4 it will completely solve their memory issue and basically make cerebra’s the only chip that matters for AI.
Lydia Moynihan: Elon Musk is helping blind people see and paralyzed people walk... have you heard of neuralink?
Leigh McGowan: Does it work babe?
Denver Riggleman: I'm wearing it right now.
I used Codex to book my travel to London via the Chrome Extension for browser use 🛫
We’re here all of next week for Frontiers, our enterprise conference, and tons of other fun events. Hit me up if you wanna grab coffee!
Try out the new chrome extension in the Codex app! Truly unbelievable what Codex is capable of 🤯
@OpenAI and @Cerebras have signed a multi-year agreement to deploy 750 megawatts of Cerebras wafer-scale systems to serve OpenAI customers.
This has been a decade in the making.
Deployment begins in early 2026, and when fully rolled out, it will be the largest high-speed AI inference deployment in the world.
OpenAI and Cerebras were both founded in 2015 with radically ambitious goals.
OpenAI set out to build the software that would push AI toward general intelligence.
Cerebras set out to rethink computing hardware from first principles.
Our teams met as far back as 2017. We shared ideas, early work, and a common belief:
there would come a point when model scale and hardware architecture would have to converge.
That point has arrived.
ChatGPT set the direction for the entire industry. It showed the world what AI could be.
Now we’re in the next phase - not proving capability, but delivering it at global scale.
The history of technology is clear on one thing:
speed drives adoption.
The PC industry didn’t operate at kilohertz.
The internet didn’t change the world on dial-up.
AI is no different.
As models grow more capable, speed becomes the bottleneck.
Slow systems limit what users can do, how often they engage, and whether AI becomes infrastructure or remains a novelty.
Cerebras was built for this moment.
By keeping computation and memory on a single wafer-scale processor, we eliminate the data-movement penalties that dominate GPU systems. The result is up to 15× faster inference, without sacrificing model size or accuracy.
That speed changes product design, user behavior, and ultimately productivity.
For consumers, it means AI that feels instantaneous.
For the economy, it means agents that can finally drive serious productivity growth.
For Cerebras, 2026 will be a defining year.
With this collaboration with OpenAI, Cerebras’ wafer-scale technology will reach hundreds of millions - and eventually billions - of users.
We’re proud to work alongside OpenAI to bring fast, frontier AI to people around the world.
This is what a decade of long-term thinking looks like.
Just got off the phone with a friend who’s on a college tour with his daughter.
One of the stops:
The University of California, Santa Barbara.
I will just say this:
When I was a student at Santa Clara University, we used to sometimes drive down there.
In all my travels since - including Vegas/Thailand/Greece - I have never witnessed anything like what I saw at UCSB.
It’s been a while, but I’d never seen that level of partying before, or since.
Those Isla Vista kids are just next level.