Last week, a short seller, @CulperResearch, published a report arguing that @cerebras wafers wear out after about two ye | Hanami
Last week, a short seller, @CulperResearch, published a report arguing that @cerebras wafers wear out after about two years, and based on that premise the report suggested that the economics of our business are fundamentally challenged.
That number is wrong, and given that the basis of the entire report is built upon that assumption, all of the assertions that follow are also wrong.
We do agree that the question of how long our systems last is a fair question, so we want to address the topic plainly.
If you have a few minutes, I would encourage you to click on the link below, which will provide you with a better understanding of the pioneering work done by our engineering team over the past decade to ensure that the operating lifetime of our solutions is many, many years.
Link Here: https://www.cerebras.ai/blog/what-it-took-to-build-wafer-scale-and-why-it-lasts
Retweeted by @aleabitoreddit from @andrewdfeldman