Woah, @sidsheth at @dMatrix_AI making the big moves You know the future of compute is heterogeneous when @JensenHuang starts putting down some chips Now we know why they integrated into nvidia's nvlink a few weeks back P.s you could have mentioned this at dinner last night buddy 😄

I actually need to raise 1b for spicy compute

SemiAnalysis numbers imply OpenAI is selling Cerebras-powered Ultrafast inference at ~$200M per megawatt per year. People are re-running the maths hoping for a typo. We're not surprised. A megawatt is a megawatt. What it earns depends on the silicon inside it. Here's how we think about it: Near term, revenue per megawatt wins. Power is the scarcest input in AI, and whoever monetizes each MW best gets the next MW. Long term, gross margin per megawatt wins. Prices compress, competitors arrive, and only the operators with real cost and pricing advantages keep the spread. Cerebras is built for both. Speed is the product. A frontier model at 750 tokens per second is something GPU clouds haven't publicly matched, and customers like Jane Street pay a premium for it. Premium pricing on a contracted, scarce resource is how you protect margin when everyone else is racing to the bottom. That's why we're extremely bullish on Cerebras, and why we're buying as many megawatts as we can. Premium inference unlocks the most delightful user experience in AI. No more waiting, waiting, waiting, staring at little thinking animations while the model works in the background. Answers that keep up with your thoughts. Our customers are even more excited than we are. That's General Compute.