Wafer scale computing $CBRS IPO

I've been using large scale High Performance Computing resources for about a decade (my line of work revolves around physics simulation).

When I first came across the wafer scale concept about 4 years ago, I was blown away... In retrospect, its the obvious move... but everyone was so tunnel visioned into the idea of modular hardware (cpu+gpu+memory) and scaling with moore's law (smaller chips). Cerebras said, why not just scale up? The hardware is sitting in clusters in a warehouse, not on iphones.

This is powerful. They demonstrated the chip's speed using a realtime 3D Navier-stokes simulation of thermanl convection with 200 million cells... they were able to solve it in real time... (1 second of sim time = 1 second of real world time)... this is insane. In my applications, if you wanted to solve flow around an airfoil in 3D with a few million elements it may take a week to simulate a few minutes of flow.

Normally people like me would not only have to deal with slow memory access, but also implementation of codes in parallel using something called MPI... which is a major pain in the arse... since everything is integrated on one piece of hardware with memory being available everywhere at once... you could conceivably run these computations in serial.. saving a big headache.

to me this is an innovation similar to the transition from CPU->GPU...

The company IPO'd yesterday, I wanted to know if anyone else has been following it?