I have to wonder if the market for super fast hardware for training models might match the smartphone market.
Recently Intel acquired Habana Labs for $2B [1] and Intel could possibly integrate this into upcoming CPUs (Intel sells more CPUs than iPhone for sure). However, this was on the inference side - unlike Cerebras which is making training faster. The most likely products to benefit from this would be Azure or AWS.
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Recently Intel acquired Habana Labs for $2B [1] and Intel could possibly integrate this into upcoming CPUs (Intel sells more CPUs than iPhone for sure). However, this was on the inference side - unlike Cerebras which is making training faster. The most likely products to benefit from this would be Azure or AWS.
1. https://newsroom.intel.com/news-releases/intel-ai-acquisitio...
Habana does both training and inference. Gaudi is for training, Goya is for inference.