Challenging GPUs, bypassing HBM, digging deep into Cerebras behind the largest chip in history Ten years ago, this was a company that no one had high hopes for. From the very first day of its establishment, it only wanted to build a type of chip that had never been made before. It tried to challenge Nvidia's dominant position, but repeatedly hit a wall in the early days of its founding and was on the verge of bankruptcy many times. Ten years to sharpen a sword. In May this year, Cerebras finally went public, with its market value once approaching 100 billion US dollars. CEO Andrew Feldman said: We are willing to cooperate with every hyperscaler to improve AI inference speed, except for Nvidia. We had the honor to interview Cerebras' early investors, the researchers who first proved that Cerebras' products could be deployed, and discussed with senior executives in charge of products inside Cerebras about the company's transformation in the past two years and its moves after IPO. After piecing together these clues, we were surprised to find that to understand the glory of Cerebras' listing, we need to go back 10 years. Go back to a whiteboard, a startup that was about to go bankrupt, a physics gamble that almost no one believed in, and an AI lab that owned the world's largest language model at that time, and how it became the most critical page in this story at an impossible point in time. The following is the story of Cerebras. 01 Baidu AI Lab Discovering the Scaling Law In 2014, Andrew Ng left the Stanford AI Lab and joined Baidu. Inspired by Google Brain, Baidu invested 300 million US dollars to establish an AI lab located in Silicon Valley. Their main goal was to make deep learning