Wafer-scale chips fight back: OpenAI's $20B bet

I noticed an interesting detail. A few years ago, Cerebras was still being discussed within the semiconductor industry as a "tech freak"—using an entire wafer without cutting it up, just treating it as one chip, which sounded exactly like some wild idea from Silicon Valley engineers after too many drinks. But this year, OpenAI signed a contract that effectively bought out nearly all of this company's capacity for three years. The contract value? External estimates put it at over $20 billion.