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Cerebras Challenges Nvidia With New AI Inference Chip

September 2, 2024

Cerebras Unicorn News - September 02, 2024

Cerebras has announced the development of a new AI inference chip, claimed to be the fastest on the market. This move positions Cerebras as a significant competitor to Nvidia, potentially disrupting the current market dynamics. Tune in for detailed insights and the latest updates.

( 00:00:00 ) Introduction

( 00:00:32 ) Cerebras Competes with Nvidia in AI Inference Chip Market

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Cerebras, a California-based company known for its large AI training chips, has announced the development of a new, equally large inference chip, which it claims to be the fastest on the market. Additionally, Cerebras is introducing an inference as a service offering with multiple tiers, including a free tier. This move positions Cerebras as a significant competitor to Nvidia in the AI inference chip market. Given that inference computing accounted for 40% of Nvidia's $26.3 billion Q2 data center revenue, Cerebras' new chip and service could potentially disrupt Nvidia's market dominance.

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