This seems like more competition for Cerebras? Am I understanding correctly?

HarHarVeryFunny 10 hours ago | parent [-]

This is just an uncut wafer - I don't think it's intended to be a wafer-scale chip.

Cerebras etch memory onto the wafer alongside the processing elements, but AFAIK OpenAI are going to be using HBM memory and a conventional chiplet design.

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KeplerBoy 7 hours ago | parent [-]

Still competition for cerebras. Seems quite unlikely they will get an OpenAI deal anytime soon.

	▲	smsx 7 hours ago \| parent \| next [-]
		They have an OpenAI deal right now. https://openai.com/index/cerebras-partnership/
	▲	HarHarVeryFunny 7 hours ago \| parent \| prev [-]
		No - this is OpenAI trying to complete with Google (TPU) and Amazon/Anthropic (Trainium) on cost. Cerebras are addressing very specific use cases, not general purpose LLM serving, and OpenAI does already partner with them.