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OpenAI needs to immediately move to acquire Cerebras. Nvidia's extreme margin is the opportunity for OpenAI's cost reduction. Buying Cerebras would pay for its
by adventured 2mo ago
OpenAI needs to immediately move to acquire Cerebras.
Nvidia's extreme margin is the opportunity for OpenAI's cost reduction. Buying Cerebras would pay for itself and they should take all of its future production (after filling required contracts).
Right now China's models have no silicon moat. Cerebras as a drastic speed-up / cost-reduction potential, can assist in building a competitive moat. And every time a Cerebras pops up, OpenAI or Anthropic should eat them if at all possible.
There's no stand-alone frontier AI company of great scale in the near future that doesn't have a large silicon advantage in-house. Apple knew it in smartphones, Google figured it out a long time ago as well.
- wmf 2mo agoDo you know about Jalapeno?
- mmmeff 2mo ago^ OpenAI is partnering with Cerebras while simultaneously investing in their own silicon play. Hedged bets. After sitting thru their keynote today, it makes sense. The main throughput speedups they tout are an obvious evolution of the GPU that all companies will be building in the next year. Wafer-scale interconnected memory and compute is just going to beat out mountains of network cabling any day on both cost and performance metrics.
- thefounder 2mo agoWith what? More debt? What will nvidia say?
- deleted 2mo ago[deleted]