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Wafer Scale Engine 3

part of Wafer Scale Engine

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 25, 2026 by Neil Movva · said 1 times in 1 episodes since 2026 · across every show →

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Aug 25, 2026 positive
Assertion Supported
Cerebras Achieves 21PB/s Memory Bandwidth Versus Nvidia Blackwell's 10TB/s
“Cerebus quotes petabytes per second, 21 petabytes per second for their wafer scale engine three. And so, compare that to HBM on an NVIDIA Blackwell is you know, 10 terabytes per second or so in that range.”
Neil Movva Aug 25, 2026 ▶ 26:47 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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