The Next Big Thing: Introducing IPU-POD128 and IPU-POD256

What's the market Graphcore is going for here?

Even their own performance releases are not really favorable over nvidia's current offerings. This is definitely not enough to justify the risk of moving to a new hardware/software stack:

https://semianalysis.com/graphcore-looks-like-a-complete-fai...

Same chips as before but in bigger configs. Not big news IMO.

[dupe]

https://news.ycombinator.com/item?id=28949570