한글목차

이 보고서는 세레브라스 시스템즈(Cerebras Systems)사의 웨이퍼 스케일 엔진(WSE) 및 CS-1, CS-2, CS-3 AI 슈퍼컴퓨터 시스템의 세계 도입 및 설치 상황에 대한 종합적인 분석을 제공합니다. 또한 그룹42 홀딩스 유한회사(Group 42 Holdings Ltd.)용 Condor Galaxy AI 수퍼컴퓨터 클러스터(CG-x)의 배포 상황을 분석합니다.

특징

• CS AI 슈퍼컴퓨터 시스템의 도입 상황
  • 지역별
    • 북미
    • 라틴아메리카
    • 유럽
    • 중동
    • 아시아태평양
  • 각 지역별 국가(총 22개국)
  • 미국 내 도시 및 주별(총 17곳)
  • 지역별 제품 유형
    • CS-1
    • CS-2
    • CS-3
• 세계 고객 목록(일부)
  • 북미
  • 아시아태평양
    • 중국
    • 인도
• 수출 허가가 필요한 국가에서의 도입 사례
  • 이스라엘
  • 사우디아라비아
  • 아랍에미리트(UAE)
  • 중국
  • 인도
  • 싱가포르

목차

조사 개요

주요 요약

• 결론

웨이퍼 스케일 엔진(WSE) 분석

• 웨이퍼 스케일 엔진의 기초
• WSE 세대
• WSE 패키징
• CS-x AI 슈퍼컴퓨터 제품 분석

고객 분석

CS-X 판매 지역 분석

• 세계 분석
• 중동 및 아시아태평양 분석
• Cerebras 데이터센터의 위치
• 미국 분석

영문목차

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