alt Hacker NewsWell Sam Altman finally has built a moat against Chinese open weight AI. Well done. But what will this mean for Cerebras?
I remember when Tesla was building its own inference chips, and after about 2 years and billions spent, the whole effort was scuttled b/c they simply could not keep up with the iteration and R&D cycles of dedicated chip companies. I suspect the same will be the case with OpenAI vs Cerebras + Nvidia/Groq
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> Well Sam Altman finally has built a moat against Chinese open weight AI
Hes got a press release.
The issue is, baking something to silicon requires discipline and about 2 years.
This isn't something you can just change your mind on halfway through. Trust me, I know. You need a clear vision of what you want to support, why and what bits of a chip you need to achieve that.
I think the Chinese are going to be building their own chips aided with AI. DeepSeek, z.AI, MiniMax, Moonshot, etc, it's a race. The take off has really started.
> and after about 2 years and billions spent, the whole effort was scuttled b/c they simply could not keep up with the iteration and R&D cycles of dedicated chip companies
That sounds quite like...nonsense?
Chip companies work on years-long cycles. They know today what are they launching 4-5 years from now.
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Cerebras is targeting a distinctly different point on the cost/latency curve. They are betting that there will be some high value applications where latency and not just throughput is super important.