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Cerebras just built a single computer chip the size of a dinner plate with nearly a trillion transistors, and it runs AI inference up to 15 times faster than Nvidia's best GPUs by eliminating the bottleneck everyone else just accepted. OpenAI liked it so much they signed a 20-billion-dollar multi-year deal and are already using it to power a coding tool, after Cerebras literally took the contract from Nvidia. Now they're filing to go public on Nasdaq, sitting on 24.6 billion dollars in contracted compute, and the chip the entire semiconductor industry spent decades saying was impossible is quietly becoming the backbone of modern AI.