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> I have trouble getting excited about Cerebras. SRAM scaling is dead, so short of figuring out how to 3D stack their wafer scale chips AMD and TSMC are stacki
by timschmidt 1y ago
> I have trouble getting excited about Cerebras. SRAM scaling is dead, so short of figuring out how to 3D stack their wafer scale chips
AMD and TSMC are stacking SRAM on the chip scale. I imagine they could accomplish it at the wafer scale. It'll be neat if we can get hundreds of layers in time, like flash.
Your analysis seems spot on to me.
- nsteel 1y agoAssume you meant Intel, rather than AMD?
- timschmidt 1y agohttps://www.amd.com/en/products/processors/technologies/3d-v-cache.html https://www.amd.com/en/products/processors/technologies/3d-v... and future developments.
- nsteel 1y agoYes, and it's TSMC enabling this. Lots of TSMC's customers going this route, not just AMD. Seemed odd to call out AMD as if they've got any special sauce here.
- timschmidt 1y agoMy choices can seem odd to you, that's fine. Have a nice day!
- latchkey 1y agoMore on the CPU side than the GPU side. GPU is still dominated by HBM.