Cerebras

‘Not Nvidia’: Cerebras CEO reveals strategy to break AI giant’s grip

Nvidia may dominate the artificial intelligence (AI) hardware market, but Cerebras Systems doesn’t want to work with the chip giant. The $95 billion AI chip company is positioning itself as a partner to companies looking to build AI infrastructure outside its ecosystem. Speaking at the recent Bloomberg Tech conference in San Francisco, Cerebras CEO Andrew Feldman said the AI chipmaker is working with every major hardware manufacturer in the industry except Nvidia as it expands partnerships...

Cerebras shares climb as Wall Street brokerages back AI chip strategy

Cerebras shares climb as Wall Street brokerages back AI chip strategy June 8 : Cerebras shares gained on Monday as multiple Wall Street firms initiated coverage with bullish calls after the quiet period, backing the chip designer's unconventional AI strategy more than three weeks after its strong debut. Shares of the company rose 5.5 per cent in premarket trading, with at least nine brokerages — including IPO bookrunners Morgan Stanley, Citigroup, Barclays and UBS — initiating coverage of...

Cerebras CEO on Data Centers: We Could've Been Better Neighbors

Cerebras Says It’s Working With All AI Gear Makers Except Nvidia

Cerebras CEO on Delivering AI Inference at Scale

My guide to the IPOs of SpaceX, OpenAI and Anthropic — including the one I really want to buy

A couple of years ago, I hit it big at the ponies in an obscure northern track. I met one of the executives there. We took some swell pictures and we now exchange holiday greetings.

Upstart chipmakers keep challenging Nvidia. This time it's Microsoft-backed D-Matrix

In the increasingly competitive AI chip market, there's another startup in production that claims an advantage over Nvidia, the world's most valuable company. D-Matrix, located three miles away from Nvidia's Silicon Valley headquarters, says its chips can run inference workloads 10 times faster and using five times less energy than a standalone graphics processing unit from the market leader — as long as the workloads are small. The new inference chip, called Corsair, takes a novel approach...

Human-Like Neural Nets by Catapulting

Human-like Neural Nets by Catapulting Speculative proposal to create artificial neural nets with human-like performance by high-learning-rate/regularization training of overparameterized NNs to trigger catapulting/grokking. Over-parameterization as a route to true generalization would resolve many outstanding mysteries of artificial versus natural intelligence. There are many mysteries about deep learning and human intelligence, but we could describe the biggest anomaly this way: why are...

SpaceX IPO explained: The price is set, but retail allocation still up in the air

Nothing about SpaceX's IPO is ordinary. The rocket maker is aiming to raise a record sum, by a wide margin, at a historic valuation, and will be controlled by Elon Musk, who's also CEO of Tesla, another trillion-dollar company. When it comes to the mechanics of the share sale, SpaceX is offering a take-it-or-leave-it price of $135, rather than providing a range and then pricing the deal based on demand, as is customary in IPOs.

AI Is Slowing Down

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