Watch CNBC's full interview with Cerebras Systems CEO Andrew Feldman
Discussed Q2 results, the growth strategy and AI chip demand, saying the company was "pretty proud of the results."
Andrew D. Feldman
Co-Founder, CEO, President & Chairman, Cerebras Systems Inc. (CBRS)
The CEO view
Serial systems entrepreneur who sold SeaMicro to AMD before founding Cerebras in 2016 around the wafer-scale engine bet.
Podcasts, interviews & articles
10 recorded appearances
2026
Cerebras CEO Andrew Feldman Talks Data Center Capacity
Argued data-center capacity, not demand, is the binding constraint on Cerebras' growth, with power availability the primary bottleneck.
The Biggest Chip Ever Built — Why OpenAI Runs On It | Cerebras CEO Andrew Feldman
Long-form explanation of the wafer-scale bet: why a dinner-plate-sized chip wins on inference latency, and why frontier labs including OpenAI route workloads to it.
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
Feldman's segment covers the scale of the data-center buildout, why inference and reasoning workloads break Moore's-Law economics, and his view on open source, AI sovereignty and the road to AGI.
Watch CNBC's full interview with Cerebras CEO Andrew Feldman
First earnings interview since the May IPO; walked through the gross-margin outlook and the shape of demand.
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
Rejected the infrastructure-bubble framing - build-out is tracking booked demand, and power, not capital, is the bottleneck. Also argued most "AI-driven" layoffs are AI-washed cost cuts.
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Explained the engineering and economic logic of wafer-scale integration versus GPU clusters, and why GPUs struggle to deliver fast inference.
The Story Behind Cerebras' $63 Billion IPO with Founder and CEO Andrew Feldman
Walked Sarah Guo and Elad Gil through the road to the IPO - the years of doubt about wafer-scale, and how inference speed became the wedge against Nvidia.
Cerebras CEO Andrew Feldman on IPO debut: This is the right way to fund our growth
IPO-day interview: defended going public as the right funding structure for the build-out, and discussed the OpenAI and AWS partnerships.
2025
20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman
Explained the decision to raise $1bn privately and push the IPO out, argued Nvidia's behavior showed concern about growth, and questioned whether US energy supply can keep up with AI demand.