Has the hunt for AI compute uncovered the next Cerebras?

Speed matters in that calculation, for price, and for capability. Puklowski wants to turn hour-long workloads for coding agents into five- or ten-minute tasks, and make audio agents for customer service, which require faster inference to converse effectively, more economical.

“If you use ChatGPT and it gives you 50 tokens per second, that’s still a heck of a lot faster than we can read,” Puklowski told TechCrunch, “Now that things have moved to agent-to-agent, where agents are out there reading on our behalf or pinging databases, they need to go faster.”