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Open original source ↗Nothing has failed & to set the record straight - both @cerebras and @GroqInc have record revenues & both just raised huge up rounds bc while true that @nvidia will remain the backbone of global AI infra - specialty infra in a multi trillion market is still huge biz. 🚀
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Cerebras’ IPO failed because of revenue concentration to a Emirati hold co (G42) the US Gov wanted an embargo against Not because of “per-watt efficiency” As real time, high bandwidth models (ie Sora 2) reach mass adoption, ASICs with lower latency are the most viable option
vin_sachi ↗