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Five years from now, I don't know why anyone will still be using Nvidia for inference. Note that Cerebras is for inference only, not for training. I understand
by OutOfHere 2mo ago
Five years from now, I don't know why anyone will still be using Nvidia for inference. Note that Cerebras is for inference only, not for training.
I understand that Cerebras has competition, but this bodes even more poorly for Nvidia for inference. Nvidia may still have a role to play for training, however.
- wmf 2mo agoCerebras is only claiming ~2x the performance of Groqvidia which usually isn't enough for people to switch.
- kcb 2mo agoNvidia is at this time a pretty well run company tech wise. They are going to keep iterating on the inferencing hardware stack over the next five years too.
- OutOfHere 2mo agoThe only way I see in which Nvidia can catch up is by buying Cerebras.
- dgellow 2mo agoNVIDIA has the best supply chain in the entire game. They are the only ones who can produce at their scale. You really shouldn’t underestimate their position