Cerebras CoFounder Deconstructs Blackwell GPU Delay











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Cerebras Chief System Architect and Co-Founder, J.P. Fricker explains the technical challenges with Nvidia's Blackwell. • 00:12 Introduction to Interposers • 02:54 Differences between Blackwell and previous GPUs • 04:12 Silicon Alignment challenges • 05:42 Thermal Expansion challenges • 08:28 Cerebras design decisions that solve for alignment, expansion, and core failures • 17:37 Package Analysis: Diving deeper into CTE mismatches and how Cerebras' Wafer slides • 21:50 Conclusion: What happens when AI reaches scale

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