Cerebras Systems, co-founded by CEO Andrew Feldman, faces significant demand for DeepSeek's R1 large language model, seen as a pivotal development in AI. The model's pre-training costs are significantly lower than competitors like OpenAI's models, while delivering similar or better performance. Feldman noted that this cost reduction will likely lead to larger AI systems emerging in the market. Cerebras offers faster performance in inference tasks than other providers, completing tasks much quicker than traditional GPU setups. However, this increased computing power presents challenges in delivering timely results for users.
We are thinking about how to meet the demand; it's big,
As we bring down the cost of compute, the market gets bigger and bigger and bigger,
This speed can't be achieved with any number of GPUs,
The challenge for anyone hosting DeepSeek is that DeepSeek...uses much more computing power when it produces output at inference time.
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