Cerebras Built a Chip the Size of Your Head

Cerebras just went public with a chip the size of a dinner plate - and it can run inference 10x faster than Nvidia for realtime transformer workloads. At least sometimes. The physics of SRAM scaling might cap how far it can go. We break down the bull and bear case.

Then: Calif used Mythos to crack Apple's M5 kernel in five days flat, SpaceX handed Anthropic 220,000 Nvidia GPUs from the old xAI clusters, and the Trump administration wrote an executive order on AI safety vetting and then killed it hours before signing.