Milk Road AI This AI Infrastructure Stock Has a Massive Head Start w/ Duncan & Patrick
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Jan 17, 2026 In this discussion, Patrick, an AI and developer-focused analyst, delves into Galaxy Digital's major power approval in Texas, emphasizing its implications for the data center sector. He reveals insights about the $10 billion partnership between OpenAI and chipmaker Cerebras, spotlighting how Cerebras chips could revolutionize AI latency and throughput. They also explore the potential for a Cerebras IPO and compare competitors in the chip market. Tune in for a captivating look at the future landscape of AI and computing!
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Power Leases Translate Into Immense Long-Term Value
- Galaxy earns high long-term per-megawatt rents, reported around $2.2M per MW annually from the CoreWeave deal.
- That 15-year stream translates to multibillion-dollar contracted value and changes how markets price power developers.
OpenAI's $10B Move Into Specialized Inference
- OpenAI signed a headline $10B partnership with Cerebras focused on massive inference compute and power.
- The deal signals a shift toward specialized inference chips and reduces sole dependence on NVIDIA GPUs.
Inference Throughput Dictates Real-Time UX
- Inference speed is measured in tokens per second and drives perceived latency in conversational apps.
- Cerebras-class chips can raise token throughput dramatically, making long, real-time conversations feasible.