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0 pointsarisAlexis9mo ago0 comments

Openai wanted to buy them. G42 the largest player in middle east owne a big chunk. You are simply wrong about big investors not touching them but my guess is they will be bought soon by Meta or Apple.

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threeseed9mo ago

> Apple

I can't imagine Apple being interested.

Their priority is figuring out how to optimise Apple Silicon for LLM inference so it can be used in laptops, phones and data centres.

bigyabai9mo ago

I can only imagine Apple being interested. Their NPU hardware is slower than Qualcomm's, their GPUs have been lagging behind Nvidia in all fields since launch, and they refuse to work with any industry leaders to ship a COTS solution. They don't have many options left on the table, "figuring out how to optimize Apple Silicon" has been the plan for 6 years now and no CUDA-killers have come up out of the woodworks since then.

Either Apple entirely forfeits AI to the businesses capable of supplying it, or they change their tactic and do what Apple does best; grossly overpay for a moonshot startup that promises "X for the iPhone". I don't know if that implicates Cerebras, but clearly Apple didn't retain the requisite talent to compete for commercial AI inference capacity.

ryao9mo ago

Cerebras’ technology works by using an entire wafer as a chip and power draw is 23kW if I recall correctly. Their technology cannot be scaled down and only works when scaling up. They could not be more useless for Apple’s purposes. Acquiring them would only give them a bunch of chip design engineers that might or might not be able to make a decent NPU that uses DRAM.

That said, Apple has some talented people already and they likely just need to iterate to make their designs better. Bringing new people on board would just slow progress (see the mythical man month).

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