[yieldcrv]

they don’t need an advantage, they just need orders and inventory

get extorted by nvidia sales people for a 2026 delivery date that gets pushed out if you say anything about it or decline cloud services

or another provider delivering earlier

thats what the market wants, and even then, who cares? this company is trying to IPO at whay valuation? this article didnt say but the last valuation was like $1.5bn? so you mean a 300x of delta between this and Nvidia’s valuation if these guys get a handful of orders? ok

[rwmj]

At the end of the day it's all made in the same factory. If nVidia have problems delivering then so do Cerebras.