Cerebras

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

All-In Podcast

Company making specialized chips for AI inference, in talks to raise $1 billion and expected to IPO.

2024 Year in Review: The Big Scaling Debate, the Four Wars of AI, Top Themes and the Rise of Agents

Latent Space

A company happy to serve large models like LLaMA 405B on their super large chips, though custom use is constrained.

[Paper Club] Weight Streaming on Wafer-Scale Clusters (w/ Sarah Chieng of Cerebras)

Latent Space

An AI processor company focused on building the world's largest and fastest AI processors, particularly their Wafer Scale Engine.

Building the Silicon Brain - Drew Houston of Dropbox

Latent Space

A custom silicon company developing AI hardware, visited for an episode, suggesting an alternative to NVIDIA's stack.

FlashAttention-2: Making Transformers 800% faster AND exact

Latent Space

A company developing AI hardware, mentioned for its approach of co-locating computation and memory on a chip.

Ep 18: Petaflops to the People — with George Hotz of tinycorp

Latent Space

Cerebras is mentioned as a company that has succeeded in making training chips, though not as widely known as NVIDIA.

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

All-In Podcast

OpenAI Co-Founder on the AI Race, the Sam Altman Firing, and What Comes Next

The Knowledge Project Podcast

A company building unique computing hardware that OpenAI considered for AGI development.

AI Dev 26 x SF | Jeff Huber: Everything You Need to Know About Agentic Search

DeepLearningAI

A hardware company whose chips allow Chroma Context One to run at 3,000 tokens per second, significantly faster than models like Opus.

Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrastructure, Capstone Case

Stanford Online

A company whose specialized accelerators are discussed as being suited for fast inference, and whose performance improvements highlighted other system latencies.

Stanford CS153 Frontier Systems | The Discipline of Delivering Value per Gigawatt

Stanford Online

A company in the AI hardware space that Google is a believer in, indicating a diverse and competitive market.

Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It

All-In Podcast

A company that experienced a long grind to develop its technology, eventually receiving a significant OpenAI contract that quintupled its value, and recently went IPO.

Stanford CS336 Language Modeling from Scratch | Spring 2026 | Guest Lecture: Dan Fu

Stanford Online

A chip company OpenAI partners with, known for hardware particularly suited fordecode workloads.

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

All-In Podcast

A company focused on AI silicon, with its founder and CEO Andrew Feldman discussing their experience going public.

Father of the iPod and iPhone on building taste, judgment, and creativity in the AI era

Lenny's Podcast

A company focused on AI hardware, mentioned as another early investment by Tony Fadell in deep technology, emphasizing the long-term nature of such plays.