Hardware Podcasts

EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era

The Circuit · 18 May 2026 · 56m · Episode 168

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze the recent Cerebras IPO, noting it is the first semiconductor startup to go public since 2022, signaling a shift in industry consolidation. They debate the economics of 'premium tokens' in inference, arguing that while hardware providers target high-value workloads, enterprise cost controls and hyperscaler routing will likely dictate pricing. The discussion highlights Applied Materials' long-term visibility and the structural shift into the 'Angstrom era,' where Moore's Law has ended and manufacturing requires entirely new tooling and processes.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Cerebras, Applied Materials, Nebius, CoreWeave, NVIDIA, AMD, Apple, Micron, SK Hynix, OpenAI, Anthropic
Products
Gemini, Claude, GPT, Siri, Azure, AWS, HBM, DRAM, NAND

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