Cerebras , emerging as a competitor to NVDA , Wafer Scale Engines (WSE-3) uses the entire wafer as a Chip only produced by TSM . Already signed a Compute deal worth $20B with OpenAI . Fewer system , Is profitable , uses less power & less cooling to operate . Abu Dhabi’s Emirati Giant G42 along with Microsoft funding is making all this possible . So if the IPO is oversold & overvalued , you can always play MSFT & TSM as its major beneficiaries .
