The article argues that Nvidia remains the better AI stock for most investors, citing its dominant position in AI chips, triple-digit revenue and profit growth in its latest quarter, and guidance for a 70% revenue increase next fiscal year. Nvidia's stock, which has soared more than 900% over five years, trades at about 24 times forward earnings. It contrasts Nvidia with Cerebras Systems (CBRS), which recently completed its IPO and makes a Wafer-Scale Engine chip 58 times the size of the Nvidia B200, claiming up to 15 times faster inference than GPU solutions. Cerebras' cloud and other services revenue jumped 281% to $126 million last quarter, but its shares, which opened at $350, are down 58% and trade below the $185 IPO price. The author sees Cerebras as an opportunity only for aggressive investors.
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