Cerebras stock surges on Microsoft deal: What it means for Nvidia

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Deirdre Bosa outlines how various AI companies are storming the AI castle and searching for Nvidia (NVDA) alternatives, such as Cerebras' (CBRS) deal with Microsoft (MSFT). Video Transcript 00:00 Speaker A What a week for Nvidia. Everybody right now is talking about who will run Nvidia, which is fair enough, but I think the bigger question may be may be who keeps buying from it. 00:09 Speaker A Because Nvidia's best customers, they have been slowly building a way out. This is something that I know Jensen Huang is paranoid about, and this week we got to see it in black and white. Take a look at Anthropic's IPO filing because it told us where the frontier lab is spending on compute.