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이 보고서는 세레브라스 시스템즈(Cerebras Systems)사의 웨이퍼 스케일 엔진(WSE) 및 CS-1, CS-2, CS-3 AI 슈퍼컴퓨터 시스템의 세계 도입 및 설치 상황에 대한 종합적인 분석을 제공합니다. 또한 그룹42 홀딩스 유한회사(Group 42 Holdings Ltd.)용 Condor Galaxy AI 수퍼컴퓨터 클러스터(CG-x)의 배포 상황을 분석합니다.
특징
- CS AI 슈퍼컴퓨터 시스템의 도입 상황
- 지역별
- 각 지역별 국가(총 22개국)
- 미국 내 도시 및 주별(총 17곳)
- 지역별 제품 유형
- 세계 고객 목록(일부)
- 수출 허가가 필요한 국가에서의 도입 사례
- 이스라엘
- 사우디아라비아
- 아랍에미리트(UAE)
- 중국
- 인도
- 싱가포르
목차
조사 개요
주요 요약
웨이퍼 스케일 엔진(WSE) 분석
- 웨이퍼 스케일 엔진의 기초
- WSE 세대
- WSE 패키징
- CS-x AI 슈퍼컴퓨터 제품 분석
고객 분석
CS-X 판매 지역 분석
- 세계 분석
- 중동 및 아시아태평양 분석
- Cerebras 데이터센터의 위치
- 미국 분석
CSM
This report provides a comprehensive analysis of deployed and installed Cerebras Systems wafer scale engine (WSE) and CS-1, CS-2, CS-3 AI supercomputer systems globally. The report also analyzes the deployments of Condor Galaxy AI Supercomputer clusters (CG-x) for Group 42 Holdings Ltd.
Features
- CS AI Supercomputer System Deployments
- By geographic region
- North America
- Latin America
- Europe
- The Middle East
- Asia Pacific
- By Country in each geographic region (22 in total)
- By City/State within the United States (17 in total)
- By Product Type by geographic region
- Partial Listing of Customers Globally
- North America
- Asia Pacific
- Questionable Deployments in Countries that require an export license
- Israel
- Saudi Arabia
- United Arab Emirates
- China
- India
- Singapore
Table of Contents
RESEARCH BRIEF
EXECUTIVE SUMMARY
WAFER SCALE ENGINE (WSE) ANALYSIS
- Wafer Scale Engine Basics
- WSE Generations
- Packaging a WSE
- CS-x AI Supercomputer Product Analysis
CUSTOMER ANALYSIS
GEOGRAPHICAL ANALYSIS OF CS-X SHIPMENTS
- Global Analysis
- Middle East/Asia Pacific Analysis
- Cerebras Data Center Locations
- United States Analysis
TABLES
- Table 1: WSE Specifications by Product Generation
- Table 2: Cerebras Systems Inc. Global Installed Base by Type and Country
- Table 3: Cerebras Systems Inc. United States Installed Base by Type and City/State
- Table 4: Partial United States Installations by End User and Location
EXHIBITS
- Exhibit 1: Global Distribution of Installed Cerebras Systems by Type
- Exhibit 2: Global Distribution of Installed Cerebras Systems by Geographic Region
- Exhibit 3: Cerebras Systems Inc. Wafer Scale Engine on 300mm Silicon Wafer
- Exhibit 4: Cerebras Systems Inc. Wafer Scale Engine 3 vs Nvidia B200 GPU Die Size Comparison
- Exhibit 5: Cerebras Systems Inc. WSE-2 Core and Processor Die
- Exhibit 6: Cerebras Systems Inc. WSE Engine Block
- Exhibit 7: Cerebras Systems Inc. WSE Engine Block Exploded View
- Exhibit 8: Exploded view of a CS AI Supercomputer Product
- Exhibit 9: Cerebras Systems CS-2 (Left) and CS-3 (Right) AI Supercomputers
- Exhibit 10: Cerebras CS-3 Cluster Node
- Exhibit 11: 2023 Cerebras Systems Inc Revenues by Geographic Region
- Exhibit 12: Global Distribution of Installed Cerebras Systems by Type
- Exhibit 13: Global Distribution of Installed Cerebras Systems by Geographic Region
- Exhibit 14: Global Distribution of Installed Cerebras Systems CS-1 by Geographic Region
- Exhibit 15: Global Distribution of Installed Cerebras Systems CS-2 by Geographic Region
- Exhibit 16: Global Distribution of Installed Cerebras Systems CS-3 by Geographic Region
- Exhibit 17: Cerebras Systems, Inc. Data Center Locations
- Exhibit 18: U.S. Distribution of Installed Cerebras Systems by Type
- Exhibit 19: U.S. Distribution of Installed Cerebras Systems by City/State