X：Rohan Paul (@rohanpaul_ai)· X：Rohan Paul (@rohanpaul_ai)·· 6 天前AI 评分40
General Compute 大举采购 Cerebras
AI 导读
几乎所有 AI 云都跑在 NVIDIA 上。 General Compute 想成为运行其他一切的那一个：Cerebras、SambaNova、Etched。 他们的第一个大动作是大规模采购 Cerebras，由 4 亿美元债务融资。这些机器将与 NVIDIA GPU 并排放置，每个请求在两者之间拆分。 GPU 读取提示词。Cerebras 写出答案，速度很快，因为权重存在片上 SRAM 中，所以解码不会因内存带宽而停滞。
正文
Pretty much every AI cloud runs on NVIDIA.
General Compute wants to be the one that runs everything else: Cerebras, SambaNova, Etched.
Their first big move is a large Cerebras purchase, funded by $400M in debt. Those machines will sit next to NVIDIA GPUs, and each request gets split between them.
GPUs read the prompt. Cerebras writes the answer, and it's fast because the weights live in on-chip SRAM, so decode doesn't stall on memory bandwidth.
来源：X：Rohan Paul (@rohanpaul_ai) · x.com