Andrew Feldman(@andrewdfeldman):One of the biggest constraints in delivering AI today is memory. GPUs rely on a type of DRAM memory called HBM. There are only three primary makers of HBM, @Samsung, @SKhynix, and @MicronTech. They are all sold out. Prices are through the roof. Lead times are now measured in years. And Cerebras doesn’t use it. We avoided this entire tar pit. Its one of the benefits of our wafers scale approach. We use SRAM. It's faster. And it is etched onto the logic wafer. It's not a separate chip. So, there is approximately infinite supply. This is a fundamental architectural advantage. And right now, it allows us to completely avoid the number one constraint in the AI supply chain.

2026.06.23 13:05

One of the biggest constraints in delivering AI today is memory. GPUs rely on a type of DRAM memory called HBM. There are only three primary makers of HBM, @Samsung, @SKhynix, and @MicronTech. They are all sold out. Prices are through the roof. Lead times are now measured in years. And Cerebras doesn’t use it. We avoided this entire tar pit. Its one of the benefits of our wafers scale approach. We use SRAM. It's faster. And it is etched onto the logic wafer. It's not a separate chip. So, there is approximately infinite supply. This is a fundamental architectural advantage. And right now, it allows us to completely avoid the number one constraint in the AI supply chain.