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.