Tracked topic
… It would not be surprising to see Anthropic ink a deal with Cerebras, too – and soon before Anthropic goes public so it can show it has the iron it needs to do low latency AI inference. Here is what is very important about that big pile of cash that Cerebras now has. …
… G42, as the company is commonly known, inked a deal with Cerebras in July 2023 to buy $300 million of hardware, software, and services from Cerebras , and in May 2024 it upped the ante and said it would buy another $1.43 billion in gear and also purchase 22.85 million shares in Cerebras for $335 mi… …
… In a briefing we joked with Cerebras that it would be nice if Meta Platforms just bought this alternative iron and got both Cerebras and Groq out of the cloud business entirely, except for maybe a few racks of gear for prototyping. …
… AMD knows the co-founders of Cerebras really well is all that I am saying for now. …
… That’s a pretty big gap with a “Blackwell” B200 GPU which Taalas itself ran , and even a substantial gap with what Grow, SambaNova, and Cerebras can deliver with their SRAM-heavy AI compute engines. …
… One might say that Nvidia paid a high price for Groq precisely to get its hands on a new approach to AI inference and to make SambaNova and Cerebras Systems too expensive for anyone else to acquire. …
… OpenAI has already been commissioning tens of billions of dollars to get its own hardware, working with Nvidia, AMD, and Cerebras Systems directly as well as a bunch of other clouds and neoclouds while also honoring its substantial commitments to rent compute engine capacity on Azure. …
… That is not quite enough money to buy Cerebras Systems before it goes public next week on May 14. . . . …
… This what we think secretive networking chip startup Eridu is already working on , and Cerebras has shown how it works well for parallel compute. …