On: GLM 5.2 and the coming AI margin collapse

[manquer]

> cerebras acquisition

Partnership you mean?, Cerebras went public and are trading at around 45B in market cap.

While OAI could in theory cough up that kind of money, it would massively hamper their existing committed capital outlays.

[tough → manquer]

Yes sorry, i got confused some how and mixed up the partnership announcement [1] with an acq one,

maybe i should get some cerebras stock then, ty for the pointer

1. https://openai.com/index/cerebras-partnership/