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by holoduke 826 days ago
Better sell all nvidia stocks. Once these chips are common there is no need anymore for GPUs in training super large AI models.
3 comments

Ex Cerebras engineer. In my opinion, this is not going to be the case. The WSE-2 was a b** to program and debug. Their compilation strategy is a dead end, and they invest very little into developer ease. My two cents.
This chip does not outperform NVIDIA on key metrics. Economics of scale are unfavorable. Software is exotic.

I trust that gamers will outlast every hype, be it crypto or AI.

Two of you have a take on this that sounds similar to prior projects, like the Cell processor. They lost in the long run. Not a good sign.
I would be more worried about the fact that next year every CPU is going to ship with some kind of AI accelerator already integrated to the die, which means the only competitive differentiation boils down to how much SRAM and memory bandwidth your AI accelerator is going to have. TOPS or FLOPS will become an irrelevant differentiator.
This thing targets training, which isn't affected by tiny accelerators inside CPUs.