by Karl Freund | Jan 15, 2026 | In the News
Cerebras, famous for being the only AI company with a full wafer-scale chip, has landed OpenAI, its first major US-based hyperscaler. Prior to this deal, Cerebras has been successful securing investments and system commitments from a relatively small number of...
by Karl Freund | Oct 21, 2025 | In the News
While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba Nova. While Groq and Samba Nova seem to be getting some traction,...
by Karl Freund | Aug 22, 2025 | In the News
The annual HotChips conference starts this Sunday, Aug. 24, in San Francisco. Nvidia is scheduled to present six sessions covering topics of interest to AI data center users and operators and will make several key announcements I’ll cover in this article. (Like most...
by Karl Freund | Jul 10, 2025 | In the News
The AI world continues to evolve rapidly, especially since the introduction of DeepSeek and its followers. Many have concluded that enterprises don’t really need the large, expensive AI models touted by OpenAI, Meta, and Google, and are focusing instead on...
by Karl Freund | Apr 29, 2025 | In the News
Meta held its first-ever event for AI developers, LlamaCon, at the company’s headquarters in Menlo Park, where it announced that it was ready to compete with ChatGPT from OpenAI, as well as Google, AWS, and AI-as-a-service startups. This is really a big deal for Meta...
