This gets tons of press and discussion here on HN, but frankly AMD has a better overall product with the upcoming MI325x [0].
I love to see the development and activity, but companies like Cerebras are trying to compete on a single usecase and doing a poor job of it because they can only offer a tightly controlled API.
Ask yourself how much capex + power/space/cooling (opex) it requires to run that model (and how many people it can really serve) and then compare that against what AMD is offering.
[0] https://www.amd.com/en/products/accelerators/instinct/mi300/...
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