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Market Impact: 0.35
The top wall street firms are fighting over 1 one AI chip
Source: youtube.com
Artificial IntelligenceTechnology & InnovationCompany FundamentalsInvestor Sentiment & Positioning
Cerebras shares fell as much as 47% from their first-day close after SemiAnalysis reported OpenAI’s new Ultrafast tier was running on Nvidia chips rather than Cerebras silicon. Sam Altman later called Cerebras a close partner, and the stock jumped 9%.
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