Cerebras is literally the entire wafer, so it can't get bigger. So where is the jump from 30x to 100x coming from? Node improvements only yield like 10-20% gains these days...
They have a next generation, I don't really know if it will be 3 x or what but I heard it was significantly better.
Also there are other people innovating in hardware.
Could we not just make bigger wafers, if the technology called for it?