Co-Founder & CEO, Cerebras Systems
Search every verified Andrew Feldman interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Andrew Feldman, co-founder and CEO of Cerebras Systems, has made several public appearances in recent months to discuss the company's progress and the broader AI landscape. He cited a partnership with OpenAI, the signing of AWS as a customer, and the company's public offering, which he described as the largest semiconductor IPO in history, raising over $6 billion. Feldman also discussed the company's fourth-generation product, the CS4, and emphasized the growing importance of inference speed, arguing that as AI becomes more useful, users will demand faster results. Feldman has also commented on industry-wide constraints, stating that demand will outstrip supply in data centers, chips, and memory for the next two to three years. He noted that data center availability is currently a limiting factor for the industry, and suggested that fab capacity may become the next bottleneck in three years. In discussions about competition, Feldman described himself as a "professional David" against larger rivals and offered his view that Nvidia's success is rooted in its "grit and intensity" rather than its software or chip architecture.
Cerebras CEO and co-founder Andrew Feldman breaks down the biggest question in AI right now: what it takes to build the best AI agent, and how anyone can compete. Connect with Cheddar! On Facebook: / cheddar On Instagram: / cheddar On the web: https://cheddar.com In your inbox: https://need2know.cheddar.com/subscribe
Join us for Ship SF, live from the Palace of Fine Arts. After London, Berlin, New York, and Sydney, we're bringing the 2026 tour home. Hear the latest from Vercel, what we're building for agents in production, and stories from the teams shipping on the platform every day. Chapters: 0:00 Welcome 1:04 Keynote: Agentic Infrastructure – Guillermo Rauch 9:09 Keynote: Backends, Python, Daemons – Malte Ubl 16:17 Keynote: The Agent Stack – Tom Occhino 25:29 Keynote: Vercel for Enterprise – Jeanne Grosser 37:34 Keynote: Wrap-up – Guillermo Rauch 40:30 Break 57:24 Ora: Can an Agent Use Your Website? 1:…
Day 1 of three days on the biggest stage in tech, live from Moscone West in San Francisco. Today: what it takes to build the seemingly impossible, whether AI can keep scaling, and a future where technology interacts directly with the human body. TODAY ON THE DISRUPT STAGE RJ Scaringe, CEO of Rivian, talking about his ambitions to turn Rivia into a company that can design, manufacture, and scale complex physical products beyond cars. Andrew Feldman, CEO of Cerebras, on whether AI can keep scaling as models demand more compute, energy, and capital, and what could break things. Max Hodak, fou…
AI models are advancing faster than the hardware built to run them. John Werner leads a conversation with Andrew Feldman, Cofounder and CEO of Cerebras Systems, semiconductor pioneer Atiq Raza, and entrepreneur and investor Dave Blundin about what must change across silicon, memory, data centers, and system architecture to unlock the next order of magnitude in AI. They examine inference speed, energy and fabrication constraints, context windows, transformer architecture, photonic computing, China’s push toward efficiency, robotics, the next Moore’s law, and what founders should build as AI be…
Andrew Feldman is the co-founder and CEO of Cerebras Systems, the AI chip company he founded in 2016 around a single radical insight: that winning in compute requires not incremental improvement but a fundamentally different architecture. Cerebras is the creator of the world's largest chip, the Wafer Scale Engine, and counts the US government, sovereign cloud providers, and OpenAI among its customers. Alongside Eric Vishria from Benchmark, we discussed why Andrew believes that if you are going to attack Goliath, being 10% or even twice as good is not an available strategy and you have to aim…
Watch the full Cerebras SUPERNOVA 2026 keynote, featuring the unveiling of CS-4, WSE-3 Turbo, and the Nexus rack-scale platform for ultrafast AI inference. Cerebras CEO and co-founder Andrew Feldman, CTO and co-founder Sean Lie, and leaders from OpenAI, Arista Networks, AMD, Figma, Cognition, and CrowdStrike demonstrate how inference speed is transforming AI agents, software development, design, cybersecurity, and data center infrastructure. CS-4 delivers up to 30x faster inference than GPU-based systems. Powered by three WSE-3 Turbo processors, each CS-4 provides 129.6 petabytes per second…
Cerebras Systems Q2 2026 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's…
Cerebras Systems co-founder and CEO Andrew Feldman discusses the company’s Q2 earnings, its WSE AI chip and its $20 billion partnership with OpenAI on ‘The Claman Countdown.’ #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #cerebras #cerebrassystems #andrewfeldman #ai #artificialintelligence #technology #tech #aichip #semiconductors #openai #business #earnings #partnership #innovation #computing Subscribe to Fox Business: https://bit.ly/2D9Cdse Watch more Fox Business Video: https://video.foxbusiness.com Watch Fox Business Network Live: http://www.foxn…
Cerebras Systems Inc. CEO Andrew Feldman says renting out compute capacity is very profitable. Shares fell Thursday morning after the company projected slower growth than some investors anticipated. Earnings were released Wednesday. Feldman says he's proud of the results and speaks to Ed Ludlow on "Bloomberg Tech." -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: / bloombergradio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bi…
Cerebras Systems CEO Andrew Feldman joins Kristen Scholer on NYSE Live to discuss AI.
🎙️ In this episode, we sit down with Andrew Feldman, founder and CEO of Cerebras, the company challenging NVIDIA with a radically different chip architecture built specifically for artificial intelligence. Discover how they built the world’s largest AI chip, why OpenAI chose to partner with them, and what the future holds for the hardware powering the next generation of AI. _______________________________________________________________________ TIMMESTAMPS: 00:00:00 trailer 00:02:47 Cerebras solved a problem that held back chips for 75 years 00:06:00 Giant chips: why size multiplies AI spee…
“We need more data centers, but we also need to be more efficient with the data centers we build. And I think where does power go? Power first is delivered to the door of the data center and some of it's lost in moving to the rack. There are opportunities to be more efficient there. Once you're at the rack, there's opportunities to be more efficient in the switching and in the communication. Then once you get into the”
“I think the demand for AI is growing at an extraordinary rate and you see that in the continued growth of the largest players and you see that in the sort of mind-boggling growth of smaller players, new players like Instinct or any number of these others who came from nothing to extraordinary numbers. Now, when more people use AI and they use it for longer, it means they're using more compute. And when you use more c”
“I don't think there's any doubt we're building the foundation for a fundamentally different economy. I think there will be bumps along the way. I think if you take a 10 or 15-year view of Pets.com, it turns out that pet food online is a really good business. Chewy. And a huge portion of what Amazon does and a large portion of the total pet food business is now sold online. I think there will be bumps along the way, r”
“I think right now all of us are constrained by data center availability. The entire industry, I think we're trying to move at this enormous speed, sort of the speed of software, and data centers move like real estate, and that's holding us all back. I'm not evading, I'm ducking and covering. I think in three years it will be fab capacity.”
“Here's our road map for the next several years. That's it. Any questions? Right. We are going to get four times faster. We're going to get 20x more throughput. All right. This is what we're going to be doing. Our speed will double every year and in the second half of next year we'll be at 20x the throughput we are today. Now to tell you a little bit about how this is going to work, you're going to hear from a collect”
“We had an extraordinary run, so there is a bit of pull back. So there are a number of factors unrelated to what we printed, but we printed a quarter in which we beat the metrics and raised guidance for the end of the year and said we would more than triple next year. So we said RPO and backlog and adding data centers and increasing manufacturing to keep up the rate in which we want to buy. So I think we are pleased w”
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