[theowaway213456]

This seems like more competition for Cerebras? Am I understanding correctly?

[HarHarVeryFunny]

This is just an uncut wafer - I don't think it's intended to be a wafer-scale chip.

Cerebras etch memory onto the wafer alongside the processing elements, but AFAIK OpenAI are going to be using HBM memory and a conventional chiplet design.

[KeplerBoy]

Still competition for cerebras. Seems quite unlikely they will get an OpenAI deal anytime soon.

[smsx]

They have an OpenAI deal right now. https://openai.com/index/cerebras-partnership/

[HarHarVeryFunny]

No - this is OpenAI trying to complete with Google (TPU) and Amazon/Anthropic (Trainium) on cost.

Cerebras are addressing very specific use cases, not general purpose LLM serving, and OpenAI does already partner with them.