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2 weeks ago | 
ai-supremacy.com | Michael Spencer |James Wang
Good Morning, I can’t stop thinking about the AI hype narrative and the momentum this technological wave has upon us. Thank you to all of my readers, we have appeared in Substack’s Technology rising leaderboard this past week. There are many who claim that AI looks exactly like the dot.com bubble. The level of enthusiasm and capital expenditures BigTech has put into AI chips, datacenters, AI infrastructure and AI talent is hard to even fathom.
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Mar 6, 2025 | 
idc.com | Finn Li |Zhenshan Zhong |Jackson Chen |Hongyu Cheng |Anne Cheng |Kai Cui | +16 more
When you purchase this document, the purchase price can be applied to the cost of an annual subscription, giving you access to more research for your investment.
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Jan 15, 2025 | 
cerebras.ai | James Wang
Conventional wisdom in semiconductor manufacturing has long held that bigger chips mean worse yields. Yet at Cerebras, we’ve successfully built and commercialized a chip 50x larger than the largest computer chips – and achieved comparable yields. This seeming paradox is one of our most frequently asked questions: how do we achieve a usable yield with a wafer-scale processor? The answer lies in rethinking the relationship between chip size and fault tolerance.
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Jan 7, 2025 | 
ai-supremacy.com | James Wang |Michael Spencer
Hello Humans! Iâm still in battery saving mode so updates may be a little less frequent than usual across my channels. As we kick off 2025, a writer Iâve admired last year agreed to write this guest post. None other than of the Newsletter Weight Thoughts. James Wang Introduces his Newsletter and upcoming Book (0:41 seconds) James Wang is also writing a book, which really grabbed my attention because I like his style of writing.
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Dec 17, 2024 | 
idc.com | James Wang
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Dec 7, 2024 | 
idc.com | James Wang
When you purchase this document, the purchase price can be applied to the cost of an annual subscription, giving you access to more research for your investment.
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Nov 18, 2024 | 
cerebras.ai | James Wang
Frontier AI now runs at instant speed. Last week we ran a customer workload on Llama 3.1 405B at 969 tokens/s – a new record for Meta’s frontier model. Llama 3.1 405B on Cerebras is by far the fastest frontier model in the world – 12x faster than GPT-4o and 18x faster than Claude 3.5 Sonnet. In addition, we achieved the highest performance at 128K context length and shortest time-to-first-token latency, as measured by Artificial Analysis.
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Oct 25, 2024 | 
idc.com | Catherine Hong |James Wang
target audience: TECH SUPPLIER Publication date: Oct 2024 - Document type: Special Study - Doc Document number: # CHC52646124 Content Table of Contents (10 pages) Get More When you purchase this document, the purchase price can be applied to the cost of an annual subscription, giving you access to more research for your investment. Related Links Web Rights Referencing Documents Do you have questions about this document or available subscriptions?
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Oct 25, 2024 | 
cerebras.ai | James Wang
Cerebras Inference running Llama3.1 70B is now so fast that it outruns GPU based inference running Llama3.1 3B. The Wafer Scale Engine runs an AI model 23x larger at 8x speed for a combined 184x performance advantage. The first release of Cerebras Inference in August set new speed records and made Llama3.1-70B an instantaneous experience.
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Oct 16, 2024 | 
idc.com | Catherine Hong |James Wang
target audience: TECH SUPPLIER Publication date: Oct 2024 - Document type: Technology Assessment - Doc Document number: # CHC52643524 Content Table of Contents (24 pages) Get More When you purchase this document, the purchase price can be applied to the cost of an annual subscription, giving you access to more research for your investment.
