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

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

Sourcery

17 HOURS AGO
Sourcery

Sourcery

17 HOURS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

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 $95B on its first day, this conversation covers the $20B+ OpenA...

Highlights

In this conversation recorded at the RAISE Summit in Paris, Cerebras CEO Andrew Feldman discusses the company's recent IPO, a major hardware deal with OpenAI, and the shifting dynamics of the AI industry. He shares his perspective on the critical importance of inference, the challenges of building AI data centers, and the need for hardware-software co-design.
00:00
AI demand is outpacing expectations
08:28
Focus on building hard things, not chasing money.
10:02
Going public is a plateau, not an end.
15:04
Co-design requires difficult trade-offs
23:24
Protect your unique data and avoid single-vendor dependency.
28:23
AI tutors could solve a 2,000-year-old education problem
30:06
Mentors and co-founders are key.

Chapters

Introduction
00:00
The $20B+ OpenAI Deal
05:00
Why Inference is the New Battleground
10:00
The State of the AI Data Center Build-Out
15:00
Circular Deals Reshaping the Industry
20:00
Creating 1,000 Millionaires
25:00
Co-Design Between Hardware and Software
30:00

Transcript

Andrew Feldman: The demand for AI has outpaced everybody's expectation, everybody's forecast. And so everybody's chasing, they're chasing chips, they're chasing memory, or they're chasing data centers. OpenAI. We announced in January a huge partnership, on...