Hi,
Semi Analyse said Open AI doesn't use cerebras for their new model. All influencer on X are making fun about Cerebras, they talk about them like a big scam.
In the same day, Cerebras announced the partnership with Global compute. But no one talk about that.
They say AMD is trying to drop the partnership with Cerebras in order to make the same product with Taalas.
Seriously i'm lost because i read the same shit about AMD in 2024 and 2025,and now AMD is like "the best stock for CPU wave"