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I have tried to figure out why $TSLA designed Dojo instead of using #Cerebras last night. I almost lost sleep on it and I don't have an answer yet. Any input welcome. Thread delow for where I stand.👇
1 - a fan out wafer of Dojo and a wafer-scale chip of Cerebras have similar transistor density (~2.5 Trillions). Dojo claims 9 PFLOPS BF16, Cerebras 2.5 PFLOPS half precision, which is about equivalent, I think. (3+X ratio between the two is fair-same as FP32/64 ratio on Ampere)
2 - Dojo plans to scale out to ~120 Wafers to get to Exascale. Cerebras announced yesterday at Hotchips 192. Both configurations are similar, and deliver exascale compute. Both architecture should be able to go beyond that if needed as well.
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