EP 24: Cerebras IPO, Dead Internet & the AI Backlash with Rob May, Ryan Eppley

About this episode

Hosts Rob May and Ryan Eppley discuss the Cerebras IPO and the implications of public sentiment against data centers in communities.

In this episode of AI in NYC, hosts Rob May (Co-Founder & CEO, Neurometric) and Ryan Eppley (Co-Founder & CEO, RootAccess) go deep on the biggest AI hardware and infrastructure stories of the week — no guest needed, just two hardware-obsessed founders breaking it all down. First up: the Cerebras IPO. Rob and Ryan give a technical but accessible breakdown of what makes the Cerebras wafer-scale chip so different — from its distributed SRAM architecture that eliminates the classic Von Neumann bottleneck, to the sheer audacity of using an entire silicon wafer as a single chip. They discuss why inference workloads are fragmenting beyond GPUs, what the Groq acquisition by Nvidia signals about the market, and whether Cerebras' $50B+ market cap at 100x revenue is justified or dangerously frothy. If you've been wondering whether to invest or just want to understand the AI chip landscape beyond Nvidia, this is a must-listen. Then the conversation shifts to a Washington Post survey finding that 71% of Americans oppose data centers being built in their communities. Rob and Ryan question the methodology, debate whether this NIMBY backlash is rational, and explore what it means for the…

People in this episode

Hosts: Rob May, Ryan Eppley

Topics covered

• AI hardware
• Cerebras IPO
• AI infrastructure
• NIMBY backlash
• data centers
• AI chip landscape

Keywords

• Cerebras
• AI hardware
• Nvidia
• data centers
• NIMBY
• AI infrastructure
• chip architecture
• AI backlash

Mentioned in this episode

Organizations: Cerebras, Nvidia, Washington Post, Neurometric, RootAccess

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