To date, most of the new AI hardware entering the market has been a ‘purchase necessary’ involvement. For any business looking to go down the route of using specialized AI hardware, they need to get hold of a test system, see how easy it is to migrate their workflow, then compute the cost/work/future of going down that route, if feasible. Most AI startups are flush with VC funding that they’re willing to put the leg work in for it, hoping to snag a big customer at some point to make that business profitable. One simple answer would be to offer the hardware in the cloud, but it takes a lot for a Cloud Service Provider (CSP) to bite and offer that hardware as an option to their customers. Today’s announcement between Cerebras and Cirrascale is that as a CSP, Cirrascale will begin to offer wafer-scale instances based on Cerebras’ WSE2.
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