That "GPU" comparison is the vaguest i seen so far
True, it's also "per user", somehow, but I think it's a misleading metric. Cerebras chips take the whole wafer?
A single TSMC wafer contains 60 to 65 B200s, assuming 70% yields that's 40ish wafers per die.
Cerebras cannot redefine wafer economics.
True, it's also "per user", somehow, but I think it's a misleading metric. Cerebras chips take the whole wafer?
A single TSMC wafer contains 60 to 65 B200s, assuming 70% yields that's 40ish wafers per die.
Cerebras cannot redefine wafer economics.