Same AI Trade, Same Problems

Barrons — Apr 17, 06:00 AM

Purchase obligations from hyperscalers and Nvidia have topped $640 billion, more than doubling in the past year and up six times in the past five years.

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OpenAI's $20B Cerebras Deal

OpenAI to Spend More Than $20 Billion on Cerebras Chips, Receive Equity Stake The Information — Apr 17, 01:19 AM
Cerebras Prepares Public Listing, Eyes $35 Billion-Plus Valuation The Information — Apr 17, 01:50 AM
OpenAI to spend more than $20B on Cerebras chips, Information reports Seeking Alpha — Apr 17, 03:15 AM
OpenAI to spend more than $20 billion on Cerebras chips, receive equity stake, The Information reports - Reuters Reuters — Apr 17, 01:31 AM