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.
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.