In today’s episode of RCRTV’s AI TechTalk, semiconductor visionary Jean-Philippe Fricker says that accomplishing the feat of a plate-sized silicon wafer took tremendous confidence on the part of each and every member of the 5-person team that founded Cerebras, which just recently raised $5.55 billion in the largest IPO of the year, so far.
To defy conventional semiconductor wisdom, the team had to avoid the pitfall of getting mired in the particulars of what made others fail before them. Rather than tailoring their thinking to the packaging that was available to them at the time, they had to think about the fundamental physics and constraints related to making a very large chip, and instead focus on “the training, experimentation, and basic tinkering to figure out that what is in the textbook pertains to someone else’s expertise and experiences, not your own,” according to Fricker.
See how he and the other co-founders got past the skepticism, ultimately spreading the contagion of confidence to VCs and investors, customers, manufacturers and anyone else that could potentialy believe in their vision that an entire, massive AI model could fit onto a single piece of silicon to dramatically reduce network lag and memory bottlenecks.
Watch the video and read the highlights in today’s top story.

Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Cerebras’ JP Fricker: Getting investors, VCs and deal teams to believe in your “crazy idea” takes a contagious type of confidence and belief that you and your co-founding team members have what it takes to succeed where others have failed.
Shanghai’s underwater data center: China’s first offshore wind-powered underwater data center, 10 meters under the sea, cuts electricity consumption by 22.8%, eliminates water usage and reduces land requirements by more than 90%.
Modernizing defense infrastructure: Defense communications require networks that sense, compute, coordinate and drive decision-making across the battlespace. AI at the edge, satellite coverage, and private 5G are part of modernization efforts.
AI Today: What You Need to Know
AWS focuses on education: AWS has named 5 regional institutions for AI and machine learning training, including Delaware State University, Howard University, Alabama A&M, City Colleges of Chicago, and Oklahoma City Community College.
Fleet and Tract break ground in NV: Fleet Data Centers broke ground on a mega-scale data center campus in Storey County, NV. The company closed on $4.6 billion senior secured notes offering, which followed an earlier upsized $3.8 billion notes
Prime Data Centers: Prime Data Centers broke ground on 3 hyperscale data centers at a new 66.5-acre, 240-MW campus in Avondale, AZ, advancing a $3 billion investment. The Phoenix-area facility features closed-loop cooling.
Rowan starts Project Temple: Rowan broke ground on a once-empty field at 1855 Bob White Road in East Temple for its $700 million “Project Temple” data center. The DC is located near the Interstate 35 corridor between Austin and South Dallas.
TX Tech grant: Faculty at Texas Tech University’s Edward E. Whitacre Jr. College of Engineering received $4.5m from the Texas Semiconductor Innovation Fund for R&D of Wide/Ultrawide Bandgap Semiconductor Materials, Devices & Apps.
BluGlass GaN: BluGlass demonstrated-record gallium nitride (GaN) laser single-mode performance – achieving 1.9W of peak output power from a single-spatial-mode 450nm-wavelength blue GaN laser in a single monolithic chip.
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Telco AI Forum, June 16th
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Quantum Safe Networks Forum, July 14th
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Join 50 senior data center, energy and AI leaders at the Ritz-Carlton Dallas on October 21 for invitation-only roundtables on powering and scaling AI. Request your invitation
Industry Resources
Webinar, June 2nd: Scaling optical networks for the AI and hyperscale era
Report: AI in testing: Developing trust, delivering results
Report: Test, measurement and service assurance in the AI era