$NVDA currently expected to outgrow $CBRS this year by 12 points. 81% growth vs. 69%. Nvidia 12x forward sales. Cerebras 60x forward sales. Nvidia 12x calendar 2028 EPS estimate. Cerebras 41x calendar 2028 EPS estimates. Nvidia the clear GPU performance leader. Cerebras a promising innovator in a more crowded custom chip space that features several mega-caps pushing hard for market share. Cerebras seems like a great company with some really interesting technology. Nice quarter & OpenAI deal too. But I think Nvidia over this one is a no brainer for those wanting AI infrastructure exposure. Feel free to disagree. 🤷♂️
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