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.
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.