Comment by kristjansson

AIUI Wafer marginal cost is lower than you'd expect. I had $50k in my head, quick google indicates[1] maybe <$20k at AAPL volumes? Regardless seems like the economics for Cerebras would strongly favor yield over wafer area utilization.

[1] https://www.tomshardware.com/tech-industry/tsmcs-wafer-prici...