In recent years, Nvidia has had great success with its focus on AI. But there are other competitors lurking in the AI sector who are aiming for market share. And these are mainly smaller companies that you have probably never heard of before.
As our colleagues at Techradar report, there are developments in the area of AI chips that even outshine Nvidia’s and AMD’s products. One company is Cerebras Systems Inc. The American company was founded 9 years ago, but is already benefiting massively from the current AI boom.
What makes this company so special? The company Cerebras Inc. has developed innovations that dwarf Nvidia’s current AI chip (H100) and the new GB200 chip. And all this with a single, huge chip that is said to offer up to 900,000 GPU cores.
Cerebras’ CS-3 chip is twice the chip size of the giant GB200. The Superchip GB200 is a supercomputer that is designed to work like a giant graphics chip. Nvidia only presented the product at the beginning of 2024.
Manufacturer Cerebras describes its own CS-3 chip as the “world’s fastest and most scalable AI accelerator,” designed specifically for “training the world’s most advanced AI models.”
Additionally, the American manufacturer claims its Wafer Scale Engine is “the chip that broke Moore’s Law.” As its internal benchmarks show, the CS-3 is well ahead of Nvidia’s H100 AI chip with a total of 10,000,000,000,000 transistors.
Many companies see huge potential in AI chips
AI computing is currently a huge business for some manufacturers like Nvidia: billions of euros are at stake and for this reason more and more companies are offering products. Demand that Nvidia cannot meet is then taken over by other companies.
We have to wait and see whether companies like Cerebras can ultimately prevail. Because AI computing is more or less still in its early stages and there is currently a lot of experimentation and testing going on. Which hardware will actually be used and purchased in the end must become clear at the very end of development.
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