Wafer-Scale Engine
Current generation processor; the foundation of every CS-3 system.
What it is
The Wafer-Scale Engine is a single processor built across an entire silicon wafer instead of being cut into many small chips. Cerebras describes it as the first commercialized processor of this kind. Its large on-chip memory and bandwidth are the basis of the company's speed claims for inference.↗ source
Why it matters to the stock. It is the technical moat behind every hardware sale. If it stops being a performance lead against GPUs, the hardware and cloud businesses both lose their pitch.
News
Cerebras unveils CS-4 with three wafers per rack at SUPERNOVA event
Cerebras unveiled the CS-4 at its SUPERNOVA event, a rack with three WSE-3 Turbo wafers and 750 petaflops of sparse FP16 compute.
AMD and Cerebras announce disaggregated inference solution
AMD and Cerebras will pair AMD Helios systems with the Cerebras Wafer-Scale Engine in one disaggregated inference workflow.