Cerebras

Llama 3.1 405B runs at nearly a thousand tokens a second on Cerebras Inference, and took a quarter of a second to get the first token.

To reduce reliance on Nvidia, OpenAI considered to take over Cerebras.

A delayed CFIUS review of G42 investments in Cerebras may delay the latter's IPO.

Cerebras proposes IPO at unknown valuation as its revenue grows, and losses decline.

A new report claims that leading chipmakers TSMC and Samsung are discussing mega factory-building projects in the United Arab Emirates (UAE).

G42 gets a serious boost with an Nvidia export license for high-end AI GPUs.

CEO of Tenstorrent believes that although Nvidia dominates the market of AI processors, there is still a place for Tenstorrent.

U.S. does not want AMD and Nvidia sell their advanced AI and HPC GPUs to Middle East countries as these processors could be resold to China, or accessed by Chinese entities from the cloud

Additional details about Tesla's Dojo SoW emerged at TSMC's North American Technology Symposium.

TSMC plans to integrate HBM4 with system-on-wafer designs in 2027.