EP146 - 市值只有 NVIDIA 的 1%,卻想挑戰 AI 晶片霸主:深度解析 Cerebras episode artwork

EPISODE · Jul 6, 2026 · 1H 15M

EP146 - 市值只有 NVIDIA 的 1%,卻想挑戰 AI 晶片霸主:深度解析 Cerebras

from 科技浪 Tech.wav · host 哈利

本集筆記與精修逐字稿:https://open.firstory.me/user/techwav/posts/ep146-3gamd8vsmwd2訂閲有問題請來信:[email protected]商業合作:[email protected](請先參考:https://www.techwavpod.com/collab)---本集節目由【NordVPN】贊助現在只要點專屬連結,不僅可以獲得30天無條件退費,購買獨家優惠方案還加贈四個月!快點擊以下連結吧~!專屬連結:https://nordvpn.com/techwave專屬優惠碼:「techwave」----00:00 NordVPN02:30 Cerebras 很有趣07:50 Meta 出租算力17:57 模型更新22:16 Cerebras 成立初衷24:35 爲什麽 wafer-scale28:17 AI 運算底層邏輯39:07 Cerebras VS Blackwell49:37 怎麽看 ASIC54:37 Etched---- 商業合作:[email protected](請先參考:https://www.techwavpod.com/collab)哈利的IG:harryspeaks_ Powered by Firstory Hosting

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EP146 - 市值只有 NVIDIA 的 1%,卻想挑戰 AI 晶片霸主:深度解析 Cerebras

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