Kass

What excites me most about $CBRS isn't just what Cerebras is building today. It's what comes NEXT. In this clip, Cerebras Chief Strategy Officer Andy Hock gives us a glimpse into what I believe could be the next major leap in AI inference. Right now, Cerebras is pursuing an incredibly compelling approach called disaggregated inference, which combines the strengths of GPUs and Cerebras' wafer-scale chips. Here's how it works: • GPU: Handles prefill, where massive parallel processing delivers high throughput and better economics. • Cerebras: Handles decode, generating tokens at extraordinary speeds. The result? The best of both worlds: GPU throughput economics combined with Cerebras' unmatched inference speed. This approach is central to Cerebras' partnerships with AMD and AWS and will continue to benefit from its next-generation CS-5 architecture. But here's where things get REALLY interesting. Hock explains that after leveraging other hardware to improve throughput and economics, Cerebras is already thinking about its next breakthrough: "The next swing then, to foreshadow a little bit more, is can we do that and have more memory close to our wafer scale systems so that they themselves could hold more context, right?" This is where I believe CS-6 and its planned 3D-stacked DRAM come into play. Imagine Cerebras achieving the throughput advantages of disaggregated inference while maintaining its extraordinary decode speeds, potentially without needing a separate GPU for prefill. In other words, today's strategy is to combine two different architectures to achieve superior performance. Tomorrow's ambition may be to deliver both advantages through Cerebras' own architecture. That's a potentially massive development. Disaggregated inference could already be a game changer for the industry, yet Cerebras is working toward an architecture that may eventually surpass even that solution. To me, this is what makes the long-term opportunity in $CBRS so fascinating. They're not simply trying to compete with GPUs today. They're building toward what AI infrastructure could look like years from now. We are still very very early innings for the Cerberas journey and the AI Era.

Another bullish development for Cerebras ($CBRS)! @BiltRewards just announced it’s selecting Cerebras to power its new AI-powered Neighborhood OS and Bilt Concierge, serving a platform with over 8.2 MILLION members and 50,000+ merchants. Think about what this represents. Bilt is building AI experiences that help consumers book restaurants, plan travel, redeem rewards, shop, and interact with local businesses in real time. And they chose Cerebras because SPEED matters. This is exactly where I believe the AI industry is heading. As AI evolves from chatbots answering questions into agents performing complex tasks, inference speed becomes increasingly important. Nobody wants to wait around while an AI assistant makes multiple calls to complete something that should feel instantaneous. Faster inference doesn’t just improve the experience. It can fundamentally change what developers are capable of building and how often consumers actually use these products. And Bilt has already indicated plans to expand its use of Cerebras inference as the platform evolves. The financial terms weren’t disclosed, But the strategic significance is clear to me. More companies are recognizing that inference speed isn’t just a technical benchmark. It’s a competitive advantage. As AI adoption accelerates, I believe demand for ultra-fast inference will only become more important. Another validation of the Cerebras thesis. I’m looking years ahead, not quarters. $CBRS