[rbanffy]

There are still bright spots, but the space is so much larger it’s hard to find them. I still love all the companies that present at SC and Hot Chips.

One I like in particular is Cerebras. Wafer scale didn’t work when wafers were 3” but, somehow, they managed to make it work when they are the size of a manhole cover.

BYTE would run entire issues on the exploits of IBM in POWER and Z, on Intel and AMD’s latest tricks, and on the latest 250TB 2.5” SSDs.

[jacquesm]

Yes, Cerebras is very cool. But that sort of thing is also becoming the exception. I use the homepage of HN as a sort of thermometer, the trend seems to be towards 'more' rather than 'better'.

[rbanffy]

Same here. HN is an excellent way to take the pulse of our industry.

This "more over better" is a natural trend - a lot of money can be made for a relatively low effort. Cerebras did the Really Hard Thing, something many other brilliant companies and people failed at for decades. I remember Gene Amdahl failing at wafer-scale back when wafers were tiny.