Nvidia paid $20 billion for SRAM decode - AMD just partnered for it instead

Cerebras CS-3 AI Chip.

• AMD and Cerebras will split inference across two machines, with Helios racks handling prompt processing and the Wafer-Scale Engine generating tokens, available through Cerebras Cloud in H2 2026
• Nvidia is also doing something similar by licensing AI chip startup Groq's SRAM decode technology for $20 billion
• The move sees AMD and Cerebras claim 5x higher tokens per watt versus a standalone Cerebras WSE configuration

AMD and Cerebras Systems have announced a technical partnership which pairs the former's Helios rackscale system with the latter's Wafer-Scale Engine in what both companies call a disaggregated inference solution.