Cerebras New at NOON Today

Disclosures: This article expresses the opinions of the author, and is not to be taken as advice to purchase from nor invest in the companies mentioned. My firm, Cambrian AI Research, is fortunate to have many, if not most, semiconductor firms as our clients, including NVIDIA, Intel, IBM, Qualcomm, Blaize, Graphcore, Synopsys and Tenstorrent. We have no investment positions in any of the companies mentioned in this article. For more information, please visit our website at https://cambrian-AI.com.