Nvidia 的竞争给 CBRS 带来担忧，但其与 OpenAI 和 Amazon 的持续合作意味着，现在判定该公司已出局为时尚早。
逐段跳播
这个时刻让一些人感到困惑的原因是，OpenAI 在打造超高速解决方案时有一个合作伙伴玩家，也就是 Cerebras，对吧？交易代码是 CBRS。Cerebras 是最近上市的那些股票之一，我们可以看到该股在过去五天里上涨了约 20%，我认为其中一个很大的担忧就是这个。
The reason this moment was confusing for some is that OpenAI had a partner player in creating a super-fast solution, namely Cerebras, right? The trading symbol is CBRS. Cerebras is one of those stocks that went public recently, and we can see that the stock has risen by about 20% over the past five days, and I think one of the big concerns is this.
就好像是：“超高速本该属于 Cerebras，但现在我们看到本应取代它的 Nvidia 实际上交付了超高速解决方案。”所以，在我看来，这给 Cerebras 制造了大量恐惧和风险，对吧？
It was like, "Ultra-fast speed was supposed to be with Cerebras, but now we see Nvidia, which was supposed to replace it, actually delivering the ultra-fast solution." So , this has created a lot of fear and risk, in my opinion, for Cerebras , hasn't it?
你大概能理解这种思路：“好吧，那是黑洞的解决方案，但当 Vera Rubin 出现时会发生什么？”Vera Rubin 将拥有一个 LPX 解决方案。在某些方面，尤其是在这种高速世界里，它难道不该是 Cerebras 的巨大竞争对手吗？
因此，在我看来，这给 Cerebras 制造了更多恐惧。
You kind of get the thought process of: "Okay, that's the solution to the black hole, but what will happen when Vera Rubin shows up ?" Vera Rubin will have an LPX solution. Shouldn't that be a huge competitor to Cerebras in certain aspects, especially in this kind of high-speed world?
Therefore , this creates, in my opinion, more fear for Cerebras.
不过，我也不认为 Cerebras 的游戏已经结束。我认为现在下判断还为时过早。OpenAI 正在做的模型和解决方案如此之多、各不相同，即使他们最好的模型没有使用 Cerebras 的超高速，也不意味着他们出局了，对吧？他们可能会把它们留给其他玩家或其他模型。
However, I don't think the game is over for Cerebras either. I think it's too early to judge. There are so many different models and multiple solutions that OpenAI is working on that even if their best model doesn't use super-speed with Cerebras, that does n't mean they're out of the competition, does it?
They might keep them for other players or other models instead .
现在，Cerebras 股价在盘后上涨超过 3%。主要原因是周五收盘时，Sam Altman 在 X 平台上发帖。外界对我们与 Cerebras 的合作关系有一些猜测。Cerebras 是一个紧密的合作伙伴，我们有着深厚的联系，共同推动速度的边界。
所以，Cerebras 的主要合作伙伴，目前有两个。我会说是 OpenAI 和 Amazon，第三是 AMD。没错，这三家是真正在这里投入的参与者，但这类表态消除了很多恐惧或噪音。
涨幅不算大，只有 3%，但我认为这是一个更积极的信号。
Now, Cerebras stock is up more than 3% after trading hours. The main reason is that on Friday, at the market close, Sam Altman posted on the X platform. There's some speculation about our partnership with Cerebras.
Cerebras is a close partner and we have deep connections that push the boundaries of speed. So, Cerebras' major partner , and there are two at the moment . I would say OpenAI and Amazon, and thirdly, AMD.
True, these are the three players who are really working here , but this kind of statement takes away a lot of that fear or noise. Not by a large percentage, only 3%, but I think this is a more positive indicator.
与此同时，对于 Cerebras 来说，如果你是它的贡献者，我认为每当你开始看到另一个参与者拿出超高速的解决方案时，你就会开始想：“这是不是 Cerebras 的终结，因为别人也能做到？”
At the same time, for Cerebras , if you are a contributor to it, I think every time you start seeing another player come up with super- fast solutions, you start to wonder: "Is this the end for Cerebras because someone else can do it too?"
这个频道对 $CBRS 的历次判断
Jose Najarro Stocks 在这只股票上只有这一条判断。