$CBRS is becoming really interesting as AI shifts from training massive models to running inference faster and at scale. Its wafer-scale architecture gives it a different approach from traditional GPU systems, and partnerships with names like $AMZN and $AMD add credibility to the story.

The opportunity looks huge, but the real test is whether Cerebras can turn its technology and growing demand into consistent revenue and healthier margins.

Do you think $CBRS can carve out a serious position alongside $NVDA, or is the market getting ahead of itself?