wafer-scale

#wafer-scale

@SaitoWu: A group at Baidu Research US predicted ten years ago: Don't bet all AI compute on NVIDIA. So they actually invested in a 'wafer-scale' chip company — Cerebras. In 2016, Zhou Nan left investment banking for Baidu's US AI research institute. Andrew Ng was leading the team, budgets were ample, GPUs were bought freely. Dario (An…

X AI KOLs Timeline ↗ · 2026-06-17 Cached

The article recounts Baidu Research US's investment in Cerebras, a wafer-scale chip company, a decade ago. It analyzes the shift in the AI chip market from training to inference and the importance of non-consensus investments.

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