I have nowhere near the knowledge required to say yes or no to your argument. My point is that the guy that wrote the article is shilling a pre-ipo company whole fuding the competitors which is really surprising to get that many upvotes.
maybe but it shouldn't be surprising. cerebras's designs were born ~2014 ~pre transformers, and the megachips were initially targetted for hpc workloads. it was definitely "solution looking for a problem" back then and now is drifting into square peg in round hole territory now (see sibling comment about groq). I'm surprised they have gotten their raw perf as high as they have by now.
