Comment by renoir
6 hours ago
Look at the SIZE of that chip.
Cerebras stock is down nearly 20% today.
Not only is approach overlapping, OpenAI is also Cerebras's only major customer.
6 hours ago
Look at the SIZE of that chip.
Cerebras stock is down nearly 20% today.
Not only is approach overlapping, OpenAI is also Cerebras's only major customer.
If you're referring to the big circle of silicon, that's a wafer, generally contains many chips (100-1000s).
The alt text of the first image describes it as the "Jalapeño inference chip".
As a non-RTFA-er. I'm assuming it's a wafer-scale chip, similar to the ones made by Cerebras.
EDIT: From TechRadar[0]: "The 300mm wafer that both CEOs are holding will generate about 50 to 60 ASICs."
[0] https://www.techradar.com/pro/broadcom-and-openai-debut-jala...
That made me chuckle but I guess if you have never seen one I could see how that assumption could be made.
If this photo is real I wonder what can be revealed about the approach they have taken by analyzing the architecture of what we can see.
For reticle-limit chips, it's on the order of 100. And less than that once you filter out bad dies.
Everybody here knows that.
What some don't know (including you) is that the industry is doing wafer-sized chips nowadays, of which Cerebras is the flagship company.
That's why the stock movement could be related, and that is why GP wrote that comment.
I think Cerebras stock going down could also be partly caused by the lock-up period ending today for 200k shares (page 73 of their prospectus) - https://www.sec.gov/Archives/edgar/data/2021728/000162828026...
It doesn’t seem like it? Unless I am misunderstanding these Nasdaq insider trading reports: https://www.nasdaq.com/market-activity/stocks/cbrs/insider-a...
That's just the wafer disc. Looks like it was presented to Sam Altman for ceremonial purposes.
The wafer disc is what the CPU gets "printed" on.
Dang, I just checked and CBRS is in free-fall since the IPO.
Sucks, I think they're a cool company.
OTOH, I was the only person back then pushing hard during my time at KAUST (back in 2019) to buy one of their systems when they were nobody, eventually resulting in a partnership between the two.
Then I joined their online discourse, very few users, I was semi-active there but they didn't care much.
Then I came to Toronto and heard they were opening an office here, tried to get noticed several times but got mostly ignored. I asked about upcoming events several times, anything to get involved, "yeah man, maybe one day". Then they made an event during Toronto Tech Week and didn't even tell me ... idk.
I don't get schadenfreude as I still think they're a cool company.
My point is they put all the eggs in one basket (AI inference) and neglected everything else. They seem to be on shaky ground now ... sad.
my friend briefly worked there and then got hit by layoffs, as a result, I am enjoying the schadenfreude.