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Comment by kllrnohj

1 hour ago

Cerebras is literally the entire wafer, so it can't get bigger. So where is the jump from 30x to 100x coming from? Node improvements only yield like 10-20% gains these days...

Could we not just make bigger wafers, if the technology called for it?

  • The investment in bigger machines at the fab might set you back billions. I don't know about the lithography technology either, how easy you can scale it to larger wafers?

They have a next generation, I don't really know if it will be 3 x or what but I heard it was significantly better.

Also there are other people innovating in hardware.