Cerebras Systems’ Andrew Feldman on whether AI can keep scaling at TechCrunch Disrupt 2026 — SkimNews
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- Andrew Feldman, co-founder and CEO of Cerebras Systems, will take the Disrupt Stage at TechCrunch Disrupt 2026 (October 13–15, Moscone West, San Francisco) for a session titled "Can AI Keep Scaling?"
- Cerebras, co-founded by Feldman in 2015, built its business around wafer-scale computing — processors fabricated directly on silicon wafers rather than cut into individual chips.
- Cerebras raised $5.5 billion in its May IPO and signed a multiyear deal with OpenAI to deploy 750 megawatts of Cerebras systems from 2026 through 2028.
- In August, Cerebras introduced CS-4, the latest generation of its wafer-scale AI infrastructure.
- Cerebras reported more than 600 megawatts of data center capacity live or under contract for delivery by the end of 2027, is increasing manufacturing capacity more than tenfold during 2026, and plans to bring its first European data center online this year — expanding to 200 megawatts there by end of 2027.
- Before Cerebras, Feldman co-founded and led energy-efficient microserver startup SeaMicro, which AMD acquired in 2012, and held leadership roles at Force10 Networks and Riverstone Networks.
Why it matters: Cerebras has converted a decade-long wafer-scale bet into a $5.5 billion IPO and a 750 MW OpenAI deployment through 2028. With 600+ MW of data center capacity already in pipeline and a 10x manufacturing scale-up planned for 2026, the company is positioning itself as one of the few credible alternatives to incumbent AI chip suppliers for hyperscale training and inference workloads.
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