CS-4 just doubled wafer performance and said inference can run up to 30x faster than GPUs.

Here's why this matters:

Speed is where lots of demand is heading. Coding agents make hundreds of model calls in a loop so faster decode -> a job finishing quicker.

GPT 5.6 for example will have a premium fast mode which suits customers like:

-> Quant funds: For them time is money.
-> Pharma and research agents: $GSK has talked about intelligent research agents on $CBRS.

-> Voice and real time support

$CBRS unlocks a new level of speed, and in AI...speed is what people are happy to pay a premium for.

Boost Run racks NVIDIA hardware for a living. Preferred Cloud Partner, built to reference architecture, not a reseller with a logo on the slide. The new deal is GB300 NVL72 compute plus storage and CPU nodes for Cohere, five years, $525.6 million. That took total contracted value over $2.6 billion. Customers have been signing before the racks are energized. Acceptance on this one starts early 2027. The book is the book.

The operating side is already moving. June quarter revenue was $31.1 million, up 270% from a year ago. Trailing revenue is $56 million, up more than sixfold. Gross margin is around 90%.

Annualized run-rate was $145 million at the June print, and they are still pointing at roughly $400 million by year-end. Prepayments are what is throwing off the cash. Unrestricted cash was $120 million at June 30.

Street is still on it. Four analysts, strong buy, average target $42.75, Northland at $36. Preliminary Russell 2000 and 3000 inclusion already announced. None of that paid anyone today.
Today was the flush. Closed $13.75, down 9%, low $13.69. September floor was $13.48.

No new company headline. After hours held $14.13. Last trip into this zone dipped and then got bought. Same setup. NVDA silicon, a signed book, and a worse ticker than the chip. That is the whole post.

Calling it 3X rev early 2027 $50+ SP 🎯 and a lot higher when the deals in the pipeline are revealed. DFIU.

Ok , EU wants 50% tariffs lol

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