Cerebras CS-4 skips training entirely, and that is the interesting part
750 petaflops and 7.2 terabits per second of I/O, aimed at inference rather than training. The specification is a thesis about where the money is going.
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Nvidia is underwriting its own demand, and that should worry you
A reported $100 billion credit guarantee for OpenAI data centres turns the largest chip vendor in the world into the lender of last resort for its biggest customer. We have seen this shape before.