[baby_souffle]

There are other ai/llm ‘specific’ chips out there, yes. But the thing about asics is that you need one for each *specific* task. Eventually we’ll hit an equilibrium but for now, the stuff that Cerebras is best at is not what TPUs are best at is not what GPUs are best at…

[monocasa]

I don't even know if eventually we'll hit an equilibrium.

The end of Moore's law pretty much dictates specialization, it's just more apparent in fields without as much ossification first.