Cerebras CEO 回应做空报告：晶圆寿命并非两年
原标题：From our CEO: What It Took to Build Wafer Scale, and Why It Lasts — read more >
AI 摘要
Cerebras CEO 发文回应做空机构 Culper Research 的报告，该报告称其晶圆约两年就会损耗。Cerebras 否认这一说法，称从未使用报告所指的 PariPoser 材料，并解释其通过渐进供电、晶圆温度均匀、柔性连接等专利组装方案解决热膨胀问题。公司援引台积电 105°C 下 10 年认证及现场数据称，CS-3 晶圆平均结温低于 65°C，按 Arrhenius 模型在 85°C 下可运行 33 年，已部署晶圆退役率不足 0.5%。
正文节选
Last week, a short seller, Culper Research published a report arguing that Cerebras wafers wear out after about two years. Nearly every financial conclusion in that report, from our margins to the value of our OpenAI agreement, depends on that one number. That number is wrong. How long our systems last is a fair question for customers and shareholders alike, so we want to address the topic plainly. The problem was hard For decades the industry considered wafer-scale computing impossible to scale