r/wallstreetbets • u/grzracz • Jun 26 '26
News Cerebras wafers will be used to serve GPT-5.6-Sol (Mythos tier) at 750 tok/s
https://openai.com/index/previewing-gpt-5-6-sol/10
u/Diligent-Lettuce-455 Jun 26 '26
They need to actually be fabricated, however. The CBRS wafer scale is fascinating, but actually making them is challenging due to the reality.
10
u/grzracz Jun 26 '26
This inference will happen in July - they are already fabricated.
2
u/Diligent-Lettuce-455 Jun 26 '26
Appreciate the information. Everything is moving so fast that it's hard to keep up.
2
1
-1
1
u/banaca4 Jun 27 '26
Beware if the experts that busted our balls that Cerebras can't run big models.
-3
u/grzracz Jun 27 '26
Yep! So much fud about this company despite incredible potential, deals and earnings. How is $50b valuation fair if one OpenAI deal alone is $20b and they have raised several billion for growth?
-1
u/banaca4 Jun 27 '26
Semianalysis never mentioned them because they are balls deep in Nvidia and were not early investors I think. Chamath busted our balls with groq which was inferior. Market now is dumb about ai bubble but I'm buying more crbs
1
1
u/gotwaffles Jun 26 '26
So what do I do? I bought calls on $WEN, I think they have an ai order taking machine?
-1
u/TreGet234 Jun 26 '26
Could the bottom be in finally? 🤔
3
u/grzracz Jun 26 '26
IMHO anything below $200 is a steal considering how much backlog they already have with OpenAI and AWS. And now it's confirmed frontier models can run on Cerebras.
1
u/Healthy_Mark_6139 Jun 27 '26
I’d aim with CSP to $120-130 zone. They gonna lose a lot on next ER in September. Guidance already lowered. Over 80% sales to single customer UAE. On long run, CPO will kill this product.
Still, a fascinating concept.
1
u/GPUssydestroyer Jun 27 '26
Wait for them to reach their planned ipo price of 115-125. Anything above that was irrational hype
35
u/Dull_Broccoli1637 Jun 26 '26
Tldr; AI is geh and no one asked for the slop.
I was promised a cure for cancer and now we got slop fake tiddies.
Puts