RE:Cerebras IPO OK, just who is Cerebras, again?
If you follow me, you know that I have long been a fan of Cerebras Systems, their CEO Andrew Feldman who I have known for 12 years, and the Wafer Scale Engine (WSE) approach to AI computing. The idea is so straightforward and so compelling. Instead of cutting up a wafer into chips, packaging those chips with High Bandwidth Memory, installing them onto a board into a computer, and then recombining hundreds of the chips to talk to each other over an expensive network, why not just interconnect the chips resident on the wafer? Thats Wafer-Scale computing which I think will become a huge trend over the next 5 years. Oh, and they don’t need HBM because Cerebras using on-chip SRAM supplemented by a streaming weight server. Yeah, it’s tough to power and cool an entire wafer, and you have to deal with inevitable defects on the wafer, but the resulting math is just too compelling not to successful. That is, if you get the software right.