$Cerebras(CBRS.US)$Marvell Tech(MRVL.US) I recently came across a viewpoint that, upon careful consideration, I found quite reasonable. The skyrocketing costs of AI will not persist indefinitely; optimizing for efficiency is becoming increasingly important, yet such optimization is extremely difficult. For cloud providers and infrastructure builders, this is a natural and logical perspective. Amazon (AMZN) saw its stock surge directly after earnings due to the dual growth in profitability from its cloud business. Similarly, as Google Cloud Platform (GCP) expands its scale, it must also improve efficiency, and Azure needs to do the same. Recently, I noticed on OpenRouter that Cerebras' GPT models are already available, showing early signs of traction. I haven't invested yet, but I'm keeping an eye on companies focused on AI efficiency optimization.