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

July 13
33 mins

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Episode Description

Andrew Feldman, Co-Founder and CEO of Cerebras Systems, joins Molly O'Shea at the RAISE Summit in Paris.

Recorded 2 months after Cerebras went public at a $56B valuation and popped to roughly $70B on its first day, this conversation covers the $20B+ OpenAI deal, why inference is the new battleground, the state of the AI data center build-out, and Feldman's take on the circular deals reshaping the industry.

We also get into what it means to create 1,000 millionaires, how co-design between hardware and software actually works, data centers in space, and why Feldman thinks AI could mean the next generation never knows anyone who dies of cancer.

Cerebras (Nasdaq: CBRS) builds the WSE-3, a single wafer-scale chip with 4 trillion transistors and 900,000 cores, and the CS-3 system it powers.

Special thank you to Brex, MongoDB, & AssemblyAI for helping make this RAISE AI Summit mini-series in Paris, France happen.

Chapters below.

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Andre Feldman: https://x.com/andrewdfeldman

Molly O’Shea: https://x.com/MollySOShea 

Sourcery:https://x.com/sourceryy


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