# CBRS (Cerebras)

Cerebras Systems, ticker **CBRS**. First project in this repo.

This file is the drop index. **Hub:** [index.html](index.html) — cloud mirror
(read-only): <https://convequity-research.pages.dev/CBRS/>; local, with
editing: `python3 serve.py 8765`, then open `http://127.0.0.1:8765/`.
Article plan: [article-plan.md](article-plan.md). Repo process:
[AGENTS.md](../AGENTS.md).

## Materials

| Folder | What | Obtained |
|---|---|---|
| `Kimi-Agent_2026-08-29/` | Kimi Agent export: CBRS vs NVDA speed & cost (zip + unzipped markdown + `app/index.html`) | 2026-08-29 |
| `Fable-5.1_2026-09-06/` | Owner-pasted Fable 5.1 MTP review and prior drafts; original text preserved. AI critique is an input, not factual authority. | 2026-09-06 |

## Watch

Technical factors below inform the broader report. Market and Street baselines remain pending; no live MSU scenario is assigned. Sell-side is input, not authority.

| Factor | Why it moves the question | Last check | Source |
| --- | --- | --- | --- |
| MTP and serving economics | Track matched useful output, paid utilization and the latency premium against the full deployment cost | 2026-09-06 | [MTP - Astra ver.](notes/2026-09-06-mtp-astra/index.html) |