As the artificial intelligence revolution shifts from hype to implementation, investors are weighing hardware providers against data services firms. Choosing between Cerebras Systems (NASDAQ:CBRS) and Innodata (NASDAQ:INOD) requires understanding two distinct parts of the AI stack. Cerebras focuses on the physical infrastructure by manufacturing the world's largest processors for AI training and inference. Innodata serves as the human layer, helping large technology companies clean and structure the data that feeds those chips. Both companies are seeing rapid growth as enterprises rush to build out their AI capabilities.
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