The accelerating growth in the AI market requires different approaches from the hardware side. Cerebras's approach is that size matters and bigger is better: the company's massive wafer chip is the base of its AI intentions. CFO Tony Maslowski discusses the company's core insights and how that positions them to compete in the market. Maslowski, the former CFO at Avago Broadcom, also shares his view on the current supply chain challenges, on when these new-gen companies might go public, and on what the end game might be for the incumbent - Nvidia - and its challengers.

Topics Covered

• 3:00 minute mark - Cerebras Origins
• 7:00 – Unpacking Cerebras’s core insight
• 10:00 – How has the market evolved the past few years?
• 14:00 – Telling a new story and carving a new path in the chip space
• 21:00 – System vs. accelerator solutions
• 22:45 – Current end markets for AI
• 29:00 – Differentiating between AI and supercomputing
• 33:00 – Understanding training vs. inference
• 36:45 – The fragmentation of AI uses and suppliers
• 41:45 – When do these companies start coming public?
• 43:45 – The limits or challenges on competing for a new company
• 46:45 – What force drives AI use in the near term?
• 48:45 – The lost flexibility in the semiconductor supply chain
• 53:45 – The auto industry’s chip needs
• 55:00 – Where the leading force in the chip industry will come from