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▶ 3:09 · $CBRS · $OPENAI · Andrew Feldman on Building a Chip 58x Larger Than Nvidia's

episode shorts · 13

Cerebras CEO Andrew Feldman on why co-designing chips is a mass…

Cerebras Systems CEO Andrew Feldman on continuing to build post…

Cerebras CEO Andrew Feldman on why unused GPUs became a valuabl…

Cerebras CEO Andrew Feldman on why sovereign AI is really about…

Andrew Feldman: Nvidia's Free Tokens Are "Drug Pushing" Startup…

Andrew Feldman on the mentors who shaped Cerebras

Andrew Feldman: Why Data Centers Can't Keep Up With AI Demand

Andrew Feldman: AI demand has outpaced everyone's forecast

Andrew Feldman on the $20B OpenAI deal and why inference speed…

Andrew Feldman: "Eradicate all diseases" no longer sounds insane

Andrew Feldman on the new data center arms race

Andrew Feldman: Why Hardware-Software Co-Design Is Never as Eas…

Andrew Feldman on Building a Chip 58x Larger Than Nvidia's

now playing · $CBRS · $OPENAI

$CBRS···bullish· high· posandrew feldman

Cerebras CEO details $20B+ OpenAI partnership and wafer-scale inference advantage post-IPO

Cerebras' wafer-scale engine (58x larger than Nvidia GPUs) delivers 20x faster inference, and the announced OpenAI partnership worth over $20B in hardware over several years valid…

$OPENAIbullish· highandrew feldman

OpenAI commits to $20B+ Cerebras hardware partnership for inference infrastructure

OpenAI's multi-year, $20B+ hardware commitment to Cerebras signals a major shift toward wafer-scale inference infrastructure and co-design collaboration at the frontier of AI mode…

$SPCX···neutral· lowandrew feldman

Feldman sees SpaceX as well-suited for space data centers but 5+ years away

Cerebras' wafer-scale architecture solves the inter-chip communication problem that plagues space-based compute, but production data centers in space are more than five years out…

$NVDA···bearish· mediumandrew feldman

Feldman warns Nvidia uses balance sheet investments to lock in Neoclouds and model builders

Nvidia invests in Neoclouds and model companies creating pressure to use only Nvidia chips, limiting competition and creating circular deal structures that disadvantage alternativ…

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