The Ledger
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Feldman: Cerebras is the only pure-play public AI company
“We would be the first and only, for a period of time, AI pure play. We are the only company that, that you can, a hundred percent of the revenue, this exact market. There's no gaming, there's no graphics, there's no PC, that, this is it.”
Papermaster: Hugging Face tests new models equally on AMD and NVIDIA GPUs
“We've partnered with Clem and his team. They test as they release any of those language models they're testing on AMD with our Instinct GPUs equally as they're testing on NVIDIA.”
Guo: AMD's $600M Silo AI acquisition was essentially a massive acqui-hire
“They bought this company silo a little while back, which is essentially like a six hundred million dollar aqua hire of hundreds of AI engineers and researchers who've done a lot of work on AMD.”
Papermaster: Most non-LLM AI inferencing currently runs on general-purpose CPUs
“The fact is the bulk of inferencing done today is done on general purpose CPUs, not the huge LLM inferencing, but, you know, just general inferencing for AI applications.”
Papermaster: AMD is one of two qualified hardware platforms on PyTorch
“We're, One of two qualified offerings on on PyTorch, and so all of that testing is being done you know, routinely with the regression testing that's run literally every night on any software release.”
Papermaster: AMD chips power all Microsoft Xbox and Sony PlayStation consoles
“We're underneath all the Xbox, all the PlayStation, as well as many gaming devices that that, that you buy when you buy your add-in boards.”