They make a giant inference chip. Their inference service is basically just advertising for their core value prop: hardware.
replyThe CEO was on Gradient Dissent a couple years ago: https://www.youtube.com/watch?v=qNXebAQ6igs
The wafer only has space for 44 gb of sram. If they offload ram they lose the speedup of having everything on 1 chip (the whole point of cerebras).
replyThey can host larger models by pipelining it on multiple wafers. Each wafer stores one layer and N layers can serve an N * 44 gb model with N concurrency. The limitation would of course be inter-wafer I/O, which my comment was getting at. That's probably how they can serve bigger models like GPT 5.6 Sol [1].
reply[1] https://www.cerebras.ai/blog/accelerating-gpt-5-6-sol-ultraf...
I never said offloading was impossible. It will result in a large slowdown.
replyIt would look bad for cerebras if other people are hosting the 27b version and show a higher TPS than cerebras.
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replyMostly economics I'm sure
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