The More I Research CBRS, The More Excited I Get About the Potential IF
The more I research $Cerebras Systems(CBRS)$, the more excited I get about the potential IF:
1. They can 20x their throughput in a year.
2. They can bring costs down instead of relying on customers paying a huge premium.
3. IF they can expand beyond a handful of frontier customers to become the default for anyone who needs fast tokens at scale.
I'm still not convinced that given the above, I'd be happy paying 25x NTM sales for it though.
But there's no argument what they've developed is market leading.
-> 43 petabytes/second of on chip memory bandwidth (~2,000x more than $NVIDIA(NVDA)$).
-> 4,000 tokens/sec with CS-4 vs 100 on $NVIDIA(NVDA)$ Blackwell (40x more than $NVIDIA(NVDA)$).
There will no doubt be a price (soon) where $Cerebras Systems(CBRS)$ becomes very interesting.
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