The Future Of Compute: Cerebras‘s CFO, Tony Maslowski, On The Fragmenting AI Market

The accelerating growth in the AI market requires different approaches from the hardware side. Cerebras's approach is that size matters and bigger is better: the company's massive wafer chip is the base of its AI intentions. CFO Tony Maslowski discusses the company's core insights and how that positions them to compete in the market. Maslowski, the former CFO at Avago Broadcom, also shares his view on the current supply chain challenges, on when these new-gen companies might go public, and on what the end game might be for the incumbent - Nvidia - and its challengers. Topics Covered 3:00 minute mark - Cerebras Origins 7:00 – Unpacking Cerebras’s core insight 10:00 – How has the market evolved the past few years? 14:00 – Telling a new story and carving a new path in the chip space 21:00 – System vs. accelerator solutions 22:45 – Current end markets for AI 29:00 – Differentiating between AI and supercomputing 33:00 – Understanding training vs. inference 36:45 – The fragmentation of AI uses and suppliers 41:45 – When do these companies start coming public? 43:45 – The limits or challenges on competing for a new company 46:45 – What force drives AI use in the near term? 48:45 – The lost flexibility in the semiconductor supply chain 53:45 – The auto industry’s chip needs 55:00 – Where the leading force in the chip industry will come from