131–138 of 138 posts
"The documents also say that a single customer, G42, accounted for 83% of revenue in 2023 and 87% in the first half of 2024."
https://www.eetimes.com/cerebras-ipo-paperwork-sheds-light-o...
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The performance doesn't look great (yet). See Fig. 7 https://www.eng.biu.ac.il/fishale/files/2020/12/A-1-Mbit-Ful...
Cerebras runs at 1.1 GHz[1], and this was a much earlier design on 16nm so it might be a good fit by now. Their TSMC 5 nm version is scheduled for early 2025.[2] [1] https://cerebras.ai/blog/cerebras-architecture-deep-dive-fir... [2] https://www.eenewseurope.com/en/raaam-signs-lead-licensee-fo...
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Very solidly enterprise-only. They make single chips that take an entire wafer, use something like 10 kilowatts, and have liquid cooling channels that go through the chip. Systems are >$1M.
It's the return of the supercomputer! I really didn't think the supercomputer would come back as a thing, for so long it seemed stuck as a weird research project that only made sense for a tiny set of workloads... but it does make sense now
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Cerebras runs at 1.1 GHz[1], and this was a much earlier design on 16nm so it might be a good fit by now. Their TSMC 5 nm version is scheduled for early 2025.[2] [1] https://cerebras.ai/blog/cerebras-architecture-deep-dive-fir... [2] https://www.eenewseurope.com/en/raaam-signs-lead-licensee-fo...
They'd have to quadruple their performance to be relevant in the market generally, here's to hoping.
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They'd have to quadruple their performance to be relevant in the market generally, here's to hoping.
Yeah...but double density and 1/10 power consumption would be outstanding for ML type loads...hopefully they can get performance to at least the 1.x GHz range! I'm keeping an eye out...dollars to donuts Cerebras will be using this within a year, once it's qualified for TSMC 5nm.
The only way for Cereberas to actually succeed in the market is to raise funds. They need better software, better developer relations, and better hardware too. It's a gamble, but if they can raise enough money then there's a chance of success, whereas if they can't it's pretty hopeless.
Time (and the market ?) will tell whether all the people clamoring for NVIDIA alternatives actually put their money on it (understanding that NVIDIA's headstart is a long-term heavy investment on software too: compilers, libraires, and of course hardware/software co-design). I still can't fathom how Intel thought Arc and/or Ponte Vecchio would pay for themselves on day one.
I don't think they did expect that.
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Time (and the market ?) will tell whether all the people clamoring for NVIDIA alternatives actually put their money on it (understanding that NVIDIA's headstart is a long-term heavy investment on software too: compilers, libraires, and of course hardware/software co-design). I still can't fathom how Intel thought Arc and/or Ponte Vecchio would pay for themselves on day one.
> I still can't fathom how Intel thought Arc and/or Ponte Vecchio would pay for themselves on day one. I don't think they did expect that.
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> I still can't fathom how Intel thought Arc and/or Ponte Vecchio would pay for themselves on day one. I don't think they did expect that.
Then I don't understand why they stopped before they even released a second gen, and instead went for nebulous promises of falcon shores, weird archs or maybe some sprinkled Gaudi, or maybe something in some 'soon' future. The Arc boards weren't bad and at least you could start porting to SYCL/oneapi for a good reason (aka there's hardware available...).
The second generation of Arc is called Battlemage and the successor to Ponte Vechio is Falcon Shores and both are promised in 2025.
This is later than originally expected by a few months but no reason to think they've abandoned it.
If they do ever decide to do that it wouldn't be because the first gen didn't make money but because they no longer think they can subside it long enough for it to become profitable, which can either be because they run out of money or because it isn't gaining market share at the rate they expected.