[avianlyric]

I doubt Cerebras has even close to the scale to be a major player in this area.

Nvidia sold $35B of just datacenter GPUs last year. Of which the vast majority will be used for AI.

Cerebra entire revenue last year was only $78M. That’s three orders of magnitude smaller than Nvidia datacenter GPU business. Scaling a company 10X in a year is a pretty hard thing to do, and it’s not a question of money, it’s a question of people and organisation. So much stuff in a business breaks when it scales 10X, that it take months to years to fix enough stuff to support another 10x growth spurt without everything just imploding.

[tom_m]

And also if they can keep up. Imagine not just selling that many GPUs, but selling that many new GPUs every few years for the same amount of money or more. Where the previous generation hardware becomes almost worthless.

The insane thing here is that $35B worth of GPUs will be worth more like $350m in a few years. Or less. Who can keep up with that???