Nvidia Corporation (NVDA) spent years sitting comfortably at the top of the artificial intelligence (AI)-chip food chain while the rest of the industry played catch-up. Its graphics processing units (GPUs) became the beating heart of the AI boom that took the world by storm in late 2022.
Competitors threw everything they had at the wall trying to chip away at that lead. Nvidia kept collecting fat paychecks anyway because its relentless push into AI kept every rival in the rearview mirror. Now, Cerebras Systems has decided to walk onto that same stage with a chip architecture so fundamentally different that it has Silicon Valley talking at full volume.
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