Comment by knowitnone

NVIDIA is pretty established but there's also Intel, AMD, Google to contend with. Sure Cerebras is unique in that they make one large chip out of the entire wafer but nothing prevents these other companies from doing the same thing. Currently they are choosing not to because of wafer economics but if they chose to, Cerebras would pretty much lose their advantage. https://www.servethehome.com/cerebras-wse-3-ai-chip-launched... 56x the size of H100 but only 8x the performance improvement isn't something I would brag about. I expected much higher performance since all processing is on one wafer. Something doesn't add up (I'm no system designer). Also, at $3.13 million per node, one could buy 100 H100s at $30k each (not including system, cooling, cluster, etc). Based on price/performance Cerebras loses IMO.