After GTC, I’d say the chances of $AMD acquiring Cerebras went from 10% to 25%


$AMD is already an investor
Cerebras’ founder and CEO was a VP at $AMD
Normally, an acquisition is the best exit strategy for semiconductor startups
I don’t see AMD having a chance in the ultra-fast reasoning/decode tier for premium, low-latency workloads otherwise
That doesn’t mean $AMD can’t gain market share, but not at the edge
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