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+ 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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(00:00) Andrew Feldman, Co-Founder & CEO at Cerebras Systems

(00:49) Why hardware suddenly became the coolest industry in tech

(01:51) What changed at Raise AI Summit

(03:01) Inside the $20 billion Cerebras - OpenAI deal

(05:50) What actually changes two months after an IPO

(06:32) Turning 1,000 employees into millionaires

(07:52) Staying sane during an AI gold rush

(10:44) Life after the IPO plateau

(11:45) The truth about the global data center shortage

(12:56) Why data centers are borrowing jet engines for power

(14:44) Are data centers really headed to space?

(15:37) The shift to designing chips and software together

(17:39) The biggest misconception about co-designing chips and software

(18:31) Inside SpaceX's multi-billion dollar AI deals

(20:06) NVIDIA's playbook for locking out competitors

(20:54) The hidden cost behind free tokens

(22:52) Andrew's response to Karp's sovereign AI thesis

(24:18) AI's biggest win might be curing cancer

(26:50) Peptides and biohacking

(28:00) How AI could finally fix the broken education problem

(29:46) The mentors who shaped Andrew Feldman's career