[Zandikar]

Comparing a WSE-3 to a H100 without considering the systems they go in or the systems, cooling, networking, etc that supports them means little when doing cost analysis, be it CapEx or TCO. A better (but still flawed) comparison would be a DGX H200 (a cluster of H100's and their essential supporting infra) to a CS-3 (a cluster of WSE-3's and their essential supporting infra in a similar form factor/volume of a DGX H200).

Now, is Cerebras going to eventually beat Nvidia or at least compete healthily with Nvidia and other tech titans in the general market or a given lucrative niche of it? No idea. That'd be a cool plot twist, but hard to say. But it's worth acknowledging that investing in a company and buying their products are two entirely separate decisions. Much of silicon valleys success stories are a result of people investing in the potential of what they could become, not because they were already the best on the market, and for nothing else, Cerebras approach is certainly novel and promising.