I'm a huge fan of their hardware - we've been promimsed wafer-scale integration since the 1980s and they delivered it. It'd be a shame if their tech ended up a dead-end.
On the bright side, they haven't started exploring stacking chips on top of their wafers to increase local memory, and every process change will bring increased bandwidth in and out of their "pizza". I really wish they succeed.
I don't think it would be economically viable to serve the full DeepSeek models on Cerebras hardware.
I'm a huge fan of their hardware - we've been promimsed wafer-scale integration since the 1980s and they delivered it. It'd be a shame if their tech ended up a dead-end.
On the bright side, they haven't started exploring stacking chips on top of their wafers to increase local memory, and every process change will bring increased bandwidth in and out of their "pizza". I really wish they succeed.