$NVDA · Feldman: Building GPU-like architecture has near-zero odds of beating Nvidia

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Feldman: Building GPU-like architecture has near-zero odds of beating Nvidia

2026-06-06 · 6 company · 4 thematic

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speakers

will marshall

Co-founder and CEO of Planet, the satellite-imaging company that operates a large fleet of Earth-observation satellites.

brad gerstner

Founder and CEO of Altimeter Capital, a technology investment firm, and host of the BG2 podcast. Known for concentrated growth bets and widely-read public memos on big tech.

andrew feldman

Leads Cerebras, a public company (CBRS) building wafer-scale AI inference chips; previously co-founded SeaMicro (acquired by AMD); describes $25B backlog and global data center buildout at unprecedented scale.

quote

“if you want to be 20 times better than somebody, right? Your architecture can't look like them, right? It it it can't. They have they have enjoyed and and eaten all the lowhanging fruit. So, if you build a GPU, the odds that you're better…”

—andrew feldman

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