The only AI Hardware startup to achieve revenues above $100 million has completed the first phase of the Condor Galaxy 1 AI supercomputer with partner G42 from the United Arab Emirates. Other Cerebras customers share their CS-2 results at Supercomputing ’23, building momentum for the inventor of wafer-scale computing. This company is on tears.
Just four months ago, Cerebras announced the largest deal an AI startup has made with partner G42 (Group42), an artificial intelligence and cloud computing company. The eventual 256 wafer-scale CS-2 nodes with 36 exaflops of AI performance will be one of, if not the largest, AI supercomputers in the world.
Cerebras has now completed the implementation of the first data center and has started the second. These two companies are quickly moving to capitalize on the $70 billion gold rush (2028) to offer extended language model services to researchers and businesses, especially as the supply of NVIDIA H100 remains difficult to obtain, creating an opportunity for Cerebras. Additionally, Cerebras recently announced that it has released the largest Arabic language model, the Jais30B with Core42 using CS-2, a platform designed to make the development of massive AI models accessible by eliminating the need to decompose and to distribute the problem.
The Condor Galaxy 1 is now operational.
In addition to Cerebras’ progress on Condor Galaxy, the company and Argonne National Labs announced 130x speedup over the NVIDIA A100 on a Monte Carlo particle simulation application using a CS-2 engine at scale. slice. Another CS-2 customer, the Kaust supercomputer center, is a finalist for the prestigious Gordon Bell Award, which will be announced Tuesday at SC’23.
Conclusions
After eight years of watching AI hardware startups come and go and disappear, it’s incredibly satisfying to see one (alas, just one) succeed and land a dozen customers, one of them with a level of commitment perhaps exceeding $800 million. Others will surely follow the G42 and adopt wafer-scale technology to build the next generation of AI. Momentum matters.
Disclosures: This article expresses the opinions of the author and should not be considered advice to purchase or invest in any companies mentioned. Cambrian AI Research is fortunate to have many, if not most, semiconductor companies as clients, including Blaize, BrainChip, Cadence Design, Cerebras, D-Matrix, Eliyan, Esperanto, FuriosaAI, Graphcore, GML, IBM, Intel , Mythic, NVIDIA. , Qualcomm Technologies, Si-Five, SiMa.ai, Synopsys, Ventana Microsystems and Tenstorrent. We have no investment position in any of the companies mentioned in this article and do not plan to initiate any in the near future. For more information, please visit our website at https://cambrien-AI.com.