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That "GPU" comparison is the vaguest i seen so far

True, it's also "per user", somehow, but I think it's a misleading metric. Cerebras chips take the whole wafer?

A single TSMC wafer contains 60 to 65 B200s, assuming 70% yields that's 40ish wafers per die.

Cerebras cannot redefine wafer economics.

Depends on what you mean, they have more redundancy which means that the yield can be much higher.