"So, the delta in price/performance between Cerebras and the Hoppers in the cloud when buying iron is 2.75X but for renting iron it is 5.2X, which seems to impl

"So, the delta in price/performance between Cerebras and the Hoppers in the cloud when buying iron is 2.75X but for renting iron it is 5.2X, which seems to imply that Cerebras is taking a pretty big haircut when it rents out capacity. That kind of delta between renting out capacity and selling it is not a business model, it is a loss leader from a startup trying to make a point." As always, it is about TCO, not who can make the biggest monster chip.