[allisdust]

If the idiots at AMZN have any brains left, they would acquire this and make it the center of their inference offerings. But considering how lackluster their performance and strategy as a company has been off late, I doubt that.

Disappointed quite a bit with this fund raise. They were expected to IPO this year and give us poor retail investors a chance at investing in them.

[reliabilityguy]

Amazon has their own chips for inference and training: Trainium1/2.

[allisdust]

Nothing (may be except groq ?) comes even close to Cerebras in inference speed. I seriously don't get why these guys aren't more popular. The difference in using them as a inference provider vs anything else for any use case is like night and day. I hope more inference providers focus on speed. And this is where AMZN will benefit a lot since their entire cloud model is to have something people would anyway want and mark it up by 3x. God forbid if AVGO acquires this.

[onlyrealcuzzo]

It would be hard to beat designing their own in-house offering that is 50% as good, at 20% the cost.

That's the problem.

Unless the majority of the value is on the other end of the curve, it's a tough sell.