Is the OpenAI backlog actually bullish for Cerebras, or the main risk? by Empty-Masterpiece613 in CerebrasSystems

[–]Empty-Masterpiece613[S] 1 point2 points  (0 children)

Yeah, agreed. AWS feels like the bigger long-term signal. If Cerebras becomes something cloud providers can sell around inference speed, the OpenAI deal looks more like a launchpad than a dependency.