3 ms·

This seems like more competition for Cerebras? Am I understanding correctly?

• HarHarVeryFunny 3mo ago
  This is just an uncut wafer - I don't think it's intended to be a wafer-scale chip. Cerebras etch memory onto the wafer alongside the processing elements, but AFAIK OpenAI are going to be using HBM memory and a conventional chiplet design.
  • KeplerBoy 3mo ago
    Still competition for cerebras. Seems quite unlikely they will get an OpenAI deal anytime soon.
    • smsx 3mo ago
      They have an OpenAI deal right now. https://openai.com/index/cerebras-partnership/ https://openai.com/index/cerebras-partnership/
    • HarHarVeryFunny 3mo ago
      No - this is OpenAI trying to complete with Google (TPU) and Amazon/Anthropic (Trainium) on cost. Cerebras are addressing very specific use cases, not general purpose LLM serving, and OpenAI does already partner with them.