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I'd wager this is the real market. Ship some company a server rack with Deepseek R1 for a $1M annual rental fee + upgrades to the latest models.

think inside the box

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Cerebras already does this.

I thought cerebras had moved to a cloud model so that they could more easily manage/patch their systems?

both. The cloud model is also for renting models across several Cerebras Wafer Scale Integrations.

Oh, they will deploy the racks at customers sites?

I don't know what their policy is now, but they talk about it in the Hot Chips 2024 presentation.

I myself just have proof of a single customer having their own private Cerebras rack. There are rumors about several more customers with on-prem Cerebras.

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