Will the WSE-3 chip from Cerebras change everything

[Arthur Hanson]

With the power of four trillion transistors and power saved by not having to communicate with other chips in a rack, will this change the data center game and in how many ways?

 

[Xebec]

I think there was a similar thread here a few weeks ago -- some good discussion there.

WSE-3 is an impressive (historical) technical achievement.

It appears to have the ability to change the game for AI data centers, though it's definitely not a general purpose chip, so not changing data centers overall. The biggest advantage I see is the potential for stellar power efficiency - a lot less energy wasted on interchip communications, and power efficiency (density) is limiting data center compute these days..

 

[MKWVentures]

How much is Cerebras revenue? How many "Chips/wafers/systems" do they sell per year?

I consider it a super computer with trivial volume but I thought the same about the Intial AI GPUs (oops)

 

[blueone]

How much is Cerebras revenue?

Currently in the range of $70M/quarter.

How many "Chips/wafers/systems" do they sell per year?

Unknown.

I consider it a super computer with trivial volume but I thought the same about the Intial AI GPUs (oops)

I agree, it is a very specialized AI supercomputer. They seem to currently put a lot of effort into sovereign AI system development.

Just pure speculation on my part, but given Google's corporate fascination with leadership technology (e.g. having the world's first and only fully optical production data center interconnect network (including MEMS optical switches, called Jupiter) and their investments in quantum computing (like fabricating their own QC chips in-house in Santa Barbara), it wouldn't surprise me at all if they wanted to bring the world's only wafer-scale chip design group in-house, and acquired Cerebras.