Few would envy the task of competing against market leader Nvidia, which has between 70% and 90% market share, according to Mizuho Securities.
Still, Nvidia gets most of the hype — and the revenue.
Though the company will not confirm it, The Information reported last month that Cerebras has confidentially filed for an IPO.
Still, Feldman expects that even consumer-directed AI models will grow larger, and larger models need faster chips.
Competing with that mindshare is an uphill battle as Nvidia faces more competition and goes on defense.
Persons:
—, Andrew Feldman, I'm, Feldman, Cerebras, David, He's, Cerebras's, Ramsey Cardy Cerebras, Susan
Organizations:
Service, Palo, Nvidia, Mizuho Securities, Business, Big Tech, Intel, Google, AMD, GSK, AstraZeneca, IBM, Eclipse Ventures
Locations:
California, Palo Alto , California, It's