Cerebras is, in my opinion, a very exciting bet on fast AI inference, whose commercial scaling is now becoming the critical condition!

Mid-term, meaning over the next one to two years, I consider Cerebras to be quite a worthwhile investment following the introduction of the new CS-4. The computer is said to deliver up to 30 times faster inference than GPU alternatives while being approximately 10 times more efficient per watt than its predecessor CS-3 – a significant advantage as power becomes an increasingly critical constraint in data centers. The often-cited challenge to NVIDIA is not the main story for me; the key factor is commercial scaling. If successful, the order backlog...