Cerebras Systems公司：全球WSE/CS部署分析

本报告全面分析了Cerebras Systems公司晶圆级引擎（WSE）以及CS-1、CS-2和CS-3人工智慧超级电脑系统的全球部署和安装。它还分析了 Group 42 Holdings Ltd. 的 Condor Galaxy AI 超级电脑集群 (CG-x) 的部署状态。

功能

• CS AI 超级电脑系统部署状态
  • 按地区划分
    • 北美
    • 拉丁美洲
    • 欧洲
    • 中东
    • 亚太
  • 依各地区内的国家划分（共 22 个国家）
  • 依美国各城市/州划分（共 17 个）
  • 依各地区内的产品类型划分
    • CS-1
    • CS-2
    • CS-3
• 全球客户名单（部分）
  • 北美美洲
  • 亚太地区
    • 中国
    • 印度
• 可能需要出口许可证的国家/地区场景
  • 以色列
  • 沙乌地阿拉伯
  • 阿拉伯联合大公国
  • 中国
  • 印度
  • 新加坡

目录

研究概述

摘要整理

• 结论

晶圆级引擎 (WSE) 分析

• 晶圆级引擎基础知识
• WSE 的产生
• WSE 封装
• CS-x AI 超级电脑产品分析

客户分析

CS-X 出货区域分析

• 全球分析
• 中东/亚太地区分析
• Cerebras 资料中心位置
• 美国分析

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
    • CS-1
    • CS-2
    • CS-3
• Partial Listing of Customers Globally
  • North America
  • Asia Pacific
    • China
    • India
• Questionable Deployments in Countries that require an export license
  • Israel
  • Saudi Arabia
  • United Arab Emirates
  • China
  • India
  • Singapore

Table of Contents

RESEARCH BRIEF

• Methodology
• Background

EXECUTIVE SUMMARY

• Conclusion

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