Well Sam Altman finally has built a moat against Chinese open weight AI. Well done. But what will this mean for Cerebras?

I remember when Tesla was building its own inference chips, and after about 2 years and billions spent, the whole effort was scuttled b/c they simply could not keep up with the iteration and R&D cycles of dedicated chip companies. I suspect the same will be the case with OpenAI vs Cerebras + Nvidia/Groq

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KaiserPro 6 hours ago | parent | next [-]

> Well Sam Altman finally has built a moat against Chinese open weight AI

Hes got a press release.

The issue is, baking something to silicon requires discipline and about 2 years.

This isn't something you can just change your mind on halfway through. Trust me, I know. You need a clear vision of what you want to support, why and what bits of a chip you need to achieve that.

	▲	SV_BubbleTime 3 hours ago \| parent [-]
		And yet, the top comment is about “hardcoding” weights into the silicon. Man, if only someone made like, chips that could lots of different calculations all at the same time!

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Eridrus 6 hours ago | parent | prev | next [-]

Cerebras is targeting a distinctly different point on the cost/latency curve. They are betting that there will be some high value applications where latency and not just throughput is super important.

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porridgeraisin 5 hours ago | parent [-]

It is being used as part of a combined system. For example AWS is pushing for Trainium + WSE 3. The WSE 3 does the decode and the Trainium does the prefill.

Even in nvidia land rubin + LPU does a similar thing.

It has its downsides of course - if your traffic swings prefill heavy to decode heavy, you can't suddenly use your lpu for prefill. With GPUs they're totally interchangeable. Tradeoffs.

	▲	Eridrus 3 hours ago \| parent [-]
		AFAIK You can use WSE/LPU for prefill, it's just less efficient to do so.

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segmondy 3 hours ago | parent | prev | next [-]

I think the Chinese are going to be building their own chips aided with AI. DeepSeek, z.AI, MiniMax, Moonshot, etc, it's a race. The take off has really started.

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epolanski 6 hours ago | parent | prev | next [-]

> and after about 2 years and billions spent, the whole effort was scuttled b/c they simply could not keep up with the iteration and R&D cycles of dedicated chip companies

That sounds quite like...nonsense?

Chip companies work on years-long cycles. They know today what are they launching 4-5 years from now.

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brcmthrowaway 7 hours ago | parent | prev [-]

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