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

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

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

Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊

YouTube: ⁠https://youtu.be/k9UX2fVGhsI⁠

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

• MongoDB–Millions of developers and more than 65,200+ customers across industries, including ~75% of the Fortune 100, rely on MongoDB for their most important applications. With integrated capabilities for operational data, search, real-time analytics, & AI-powered data retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, & simplify complex architectures. https://mongodb.com/ai

• AssemblyAI–Millions of developers use AssemblyAI to power their voice ai applications and features. One API gives you access to best-in-class speech-to-text, voice agent, and speech understanding models for both pre-recorded and real-time audio. Granola, ClickUp & HeyGen are scaling with AssemblyAI - get $50 of free credits today at http://AssemblyAI.com/sourcery

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(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

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