Ooh, what are these ASICs you're talking about? My understanding was that we'll see AMD/Nvidia gpus continue to be pushed and very competitive as well as have new system architectures like cerebras or grok. I haven't heard about new compute platforms framed as ASICs.
Is Cerebras an integrated circuit or more an integrated wafer? :-)
And yeah their cost is ridiculous, on the order for high 6 to low 7 figures per wafer. The rack alone looks several times more expensive than the 8x NVIDIA pods [1]