A start-up called Cerebras claims its chips are more powerful than Nvidia's GPUs.

Over the past three years, Nvidia ( NVDA 0.86% ) evolved from a niche semiconductor player into the most valuable company in the world . The catalyst behind its meteoric rise can be summed up in three letters: GPU .

Nvidia's graphics processing units (GPUs) have become the engine of the artificial intelligence (AI) revolution -- fueling everything from large language models (LLMs) to autonomous vehicles, robotics, and high-end video rendering.

But while Nvidia's dominance appears unshakable, a challenger is emerging. The startup Cerebras is making bold claims that its chips can power AI models 20 times faster than Nvidia's hardware. It's an ambitious promise -- and one that has investors as

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