[sailingparrot]

I’m not saying it’s particularly competitive, I’m saying claiming it cost 100M$ to run Qwen is complete lunacy. There is a gulf between those 2 things.

And beyond pure performance competitiveness there are many things that make it hard for Cerebras and to be actually competitive: can they ship enough chips to meet the need of large clusters ? What about the software stack and lack of great support compared to nvidia? Lack of ml engineers that know how to use them, when everyone knows how to use CUDA and there are many things developed on top of it by the community (e.g triton).

Just look at the valuation difference between AMD and Nvidia, when AMD is already very competitive. But being 99% of the way there is still not enough for customers that are going to pay 5B$ for their clusters.