After GTC, I’d say the chances of AMD acquiring Cerebras went from 10% to 25%

AMD is already an investor

Cerebras’ founder and CEO was a VP at AMD

Normally, an acquisition is the best exit strategy for semiconductor startups

I don’t see AMD having a chance in the ultra-fast reasoning/decode tier for premium, low-latency workloads otherwise

That doesn’t mean AMD can’t gain market share, but not at the edge