Post Log in Sign up Post wafer on X: "We’re excited to announce that we’ve raised a $40M Series A! co-led by @MarathonMP and @chemistry, with participation from @Wing\VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer\ai. we are also joined by an incredible list of angels, including @JeffDean (CEO, @DiscoLoopAI), @rauchg (CEO, @vercel), @andyfang (CTO, @DoorDash), @kvogt (CEO, Bot), @akothari (COO, @NotionHQ), @eastdakota (CEO, @Cloudflare), @deepgramscott (CEO, @DeepgramAI), and more! Most inference optimization today is manual,…

4:24 PM ETTesla

$CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN

SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 Share Cerebras revealed CS-4 this week, with more details to come at Hot Chips. CS-4 is their fourth-generation rack built around the same third generation 5nm wafer-scale engine: WSE-3. CS-4 doubles the performance of CS-3 through increased power consumption and clock frequency per wafer, and better rack-scale density. This all translates into CS-4 being able to double the tokens/s/user per…