Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth
Source
youtube.com
Author
20VC
Date
Why it matters
Argues that GPU depreciation depends on how much faster each hardware generation is, and that US power is available but in the wrong places. This shapes expectations for inferenceRunning a trained model to get answers — the phase where AI is actually used, as opposed to trained.Full definition → cost and capacity.
Terms in this piece · Glossary
inference — Running a trained model to get answers — the phase where AI is actually used, as opposed to trained.
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