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Andrew Feldman: Cerebras is 15-18x faster than GPU because latency matters—real-time AI delivery is non-negotiable (3-5 second user expectation)
Will Marshall· Planet Labs· Space· 2026-07-19· about Cerebras, OpenAI (CBRS)
“How big is the market for slow search today? Right. Right. Is zero. How big is the market for dialup? It's zero. H how long do you wait for a website to resolve before you click away? 3 seconds, 5 seconds. You will not wait for AI. We have to deliver it to you in a in in real time.”
Why it matters
Latency, not just throughput or FLOPS, is the binding constraint for consumer/enterprise AI applications. This validates Cerebras' architecture focus on memory bandwidth and inference speed over traditional GPU throughput metrics.
Investment implication
Market demand for ultra-low-latency inference accelerators (Cerebras, Groq, custom chips) will accelerate. Customers paying for GPU throughput but needing inference speed may reallocate capex to latency-optimized processors. This fragments the AI chip market beyond NVIDIA.