Five years from now, I don't know why anyone will still be using Nvidia for inference. Note that Cerebras is for inference only, not for training.
I understand that Cerebras has competition, but this bodes even more poorly for Nvidia for inference. Nvidia may still have a role to play for training, however.
Cerebras is only claiming ~2x the performance of Groqvidia which usually isn't enough for people to switch.
Nvidia is at this time a pretty well run company tech wise. They are going to keep iterating on the inferencing hardware stack over the next five years too.