Cerebras is truly one of the maddest technical accomplishments that Silicon Valley has produced in the last decade or so. I met Andy seven or eight years ago and I thought they must have been smoking something - a dinner plate sized chip with six tons of clamping force? They made it real, and in retrospect what they did was incredibly prescient
It's a modern take on an old idea. I first saw it in European research for wafer-scale, analog, neural networks. I found another project while looking for it. I'll share both.
I'd say llm inference requires both memory capacity and bandwidth. Cerebras provides bandwidth with on-chip SRAM, but not capacity (an entire wafer has only 44GB SRAM).