Rocket Lab & Netflix Deep Dive | Cerebras vs. NVIDIA: The $30 Billion AI Inference Battle
About this episode
The episode discusses the potential of Cerebras Systems in the AI chip market, the future of Rocket Lab, and Netflix's shift in market perception.
Is Cerebras Systems the next great AI chip stock or a red-hot IPO priced for perfection? In this episode of 7investing Live, Simon Erickson and executive producer Heather Horton welcome back Nick Rossolillo, co-founder of Chip Stock Investor, to break down three of the market's biggest stories.First up: Cerebras Systems (NASDAQ:CBRS), the wafer-scale chip maker that just IPO'd at a $40+ billion market cap. With 44GB of SRAM embedded directly on the chip, Cerebras was purpose-built to solve AI's "memory wall" problem for inference workloads. Now it's reportedly landed a ~$10 billion order from OpenAI and a deal with Amazon Web Services that could top $20 billion. Simon and Nick dig into whether these massive orders are real, how Cerebras stacks up against NVIDIA's GPUs and hyperscaler custom silicon, the TSMC capacity bottleneck that could throttle its growth, and how to value a company trading near 20x sales without profits.Then the conversation turns to Rocket Lab (NASDAQ:RKLB), which has pulled back from $150 to around $70 per share. Simon shares the latest iteration of his discounted cash flow valuation, and the duo debates the proposed Iridium acquisition — a deal…
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