I believe that this news kind of helps cerebras as groq and cerebras are the only two companies working extensively in this space

I feel as if Nvidia is eating up even companies which I thought had genuine potential or anything related to AI industry whether profitable or not

Nvidia's trying its best to take all major players and consolidate into one big entity from top to bottom.

The problem with this approach imo is that long term, nvidia's stock is extremely overvalued and its still a bubble which will burst and it will take nvidia first and foremost.

The issue is that when nvidia falls, it will take the whole literal industry from top to bottom, even those companies which I thought could survive an AI burst. Long term I feel like it will have really bad impacts if nvidia continues to gobble up every company.

I am pretty sure that Nvidia might be looking at cerebras too and if they offer them a shit ton of money and cerebras gets bought. I genuinely believe that Nvidia has sort of invested in literally all pockets of any hardware related investment for AI. And when OpenAI is unable to pay Nvidia, I feel like it can all come crashing down since this whole cycle is only being possible via external investor money.