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The 10 Hottest AI Chipmakers You Should Be Watching In 2021

Investors are putting hundreds of millions of dollars into AI chip startups that are developing new optimized architectures for training and inference while semiconductor giants Intel and Nvidia seek to protect their market-share dominance with expanding product portfolios.

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Cerebras Systems

Top Executive: Andrew Feldman, CEO

Cerebras Systems is thinking big—real big—with its massive Wafer Scale Engine 2 chip, which it calls the “largest AI processor ever made.” The Los Altos, Calif.-based startup’s recently unveiled WSE-2 chip comes with 2.6 trillion transistors, 850,000 cores and 40 GB of on-chip memory, which it says gives the WSE-2 a massive advantage over Nvidia’s flagship A100 data center GPU. The WSE-2 powers the startup’s purpose-built CS-2 AI system, which Cerebras says can deliver “more compute performance at less space and less power than any other system.” The startup’s systems have been adopted by the University of Edinburgh’s EPCC supercomputing center, GlaxoSmithKline, Tokyo Electron Devices as well as the U.S. Department of Energy’s Argonne National Laboratory and Livermore National Laboratory.

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