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AI Hardware and Systems: Cerebras or SambaNova Systems?
Edoardo Zarghetta Edoardo Zarghetta

AI Hardware and Systems: Cerebras or SambaNova Systems?

Explore the competitive landscape of AI hardware: Cerebras and SambaNova's valuations suggest high growth expectations, while NVIDIA, AMD, and Intel's varying multiples paint a diverse picture of investor sentiment, emphasizing the value in lower multiples.

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