Cerebras Plunges To Post-IPO Low On Striking Admission: The US Has A Dire Shortage Of Operating Data Centers

Just over two years ago, we first penned our views on “The Next AI Trade”, which looked beyond the hyperscalers and the data centers supporting the AI revolution, and instead focused on the energy and logistical needs that would be so very critical in allowing the US to dominate China in the existential race to first reach Artificial General Intelligence (which many have dubbed the next nuclear arms race due to its profound civilizational implications). It was here that we defined the “Power Up America” basket as the next AI trade. Yet as one can see in the chart below,…