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Andrew Feldman

@andrewdfeldman • 32,768 subscribers

CEO and Founder @Cerebras (NASDAQ: CBRS) where we build the fastest AI infrastructure in the world.

Shorts

We put OpenAI's GPT-OSS on the Cerebras CS-4 and raced it against the competition. The task: build the full periodic table of elements. CS-4 finished in 4 seconds, hitting >4,000 tps The GPU took >1 minute 40 seconds. In AI, speed is productivity. And at Cerebras, we build the fastest AI in the world.

We put OpenAI's GPT-OSS on the Cerebras CS-4 and raced it against the competition. The task: build the full periodic table of elements. CS-4 finished in 4 seconds, hitting >4,000 tps The GPU took >1 minute 40 seconds. In AI, speed is productivity. And at Cerebras, we build the fastest AI in the world.

17,932 просмотров

A Good Q2 for Cerebras. Cloud revenue nearly quadrupled. Core revenue more than doubled. Beat guidance on every core business metric - revenue, gross margins, operating margins. Raised full-year guidance across the board. $25.4 billion in remaining backlog. And 600MW+ of data center capacity now up or under contract for delivery by Q4 2027 to serve it. Behind the numbers: Manufacturing capacity scaling more than 10x in 2026. We partnered with OpenAI and are serving their frontier model, GPT-5.6 Sol. Partnerships with AMD and Amazon Web Services establish Cerebras as the leader in disaggregated inference. Fast inference is winning across many markets: coding, agentic flows and increasingly cybersecurity.

A Good Q2 for Cerebras. Cloud revenue nearly quadrupled. Core revenue more than doubled. Beat guidance on every core business metric - revenue, gross margins, operating margins. Raised full-year guidance across the board. $25.4 billion in remaining backlog. And 600MW+ of data center capacity now up or under contract for delivery by Q4 2027 to serve it. Behind the numbers: Manufacturing capacity scaling more than 10x in 2026. We partnered with OpenAI and are serving their frontier model, GPT-5.6 Sol. Partnerships with AMD and Amazon Web Services establish Cerebras as the leader in disaggregated inference. Fast inference is winning across many markets: coding, agentic flows and increasingly cybersecurity.

22,959 просмотров

Today, we reported Cerebras's financial results for Q1 FY 2026. This was our first quarterly earnings report as a public company. We remain laser focused on execution and on delivering the speed and performance our customers need. Read the report:

Today, we reported Cerebras's financial results for Q1 FY 2026. This was our first quarterly earnings report as a public company. We remain laser focused on execution and on delivering the speed and performance our customers need. Read the report:

15,369 просмотров

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Today Cerebras went public. We are traded on the Nasdaq. Our ticker CBRS. I could not be more proud:

Today Cerebras went public. We are traded on the Nasdaq. Our ticker CBRS. I could not be more proud:

119,407 просмотров • 5 месяцев назад

Just a little bit faster than everyone else on OpenAI GPT-OSS-120B. > 10 times faster than the leading NVIDIA GPU provider

Just a little bit faster than everyone else on OpenAI GPT-OSS-120B. > 10 times faster than the leading NVIDIA GPU provider

124,175 просмотров • 1 год назад

In 2019, Cerebras solved the hardest problem in the computer industry - and nobody cared. I sat down with Elad Gil and sarah guo to talk through the 10 year journey of building Cerebras into a public company: Some highlights: - How we signed a $20B+ deal with OpenAI in 4.5 weeks - The 2-year stretch where we were burning $8m/month and couldn't even turn our chip on - How we solved one of the hardest problems in computing and for years, no one gave a sh*t - What open source is really doing to the AI ecosystem Full interview below

In 2019, Cerebras solved the hardest problem in the computer industry - and nobody cared. I sat down with Elad Gil and sarah guo to talk through the 10 year journey of building Cerebras into a public company: Some highlights: - How we signed a $20B+ deal with OpenAI in 4.5 weeks - The 2-year stretch where we were burning $8m/month and couldn't even turn our chip on - How we solved one of the hardest problems in computing and for years, no one gave a sh*t - What open source is really doing to the AI ecosystem Full interview below

27,734 просмотров • 4 месяцев назад

People ask what faster AI actually means for them. Here’s a concrete example. In the video, GLM-4.6 on Cerebras builds Space Invaders in ~15% of the time it takes Claude Sonnet 4.5 Thinking. The point isn’t speed for its own sake. When latency drops far enough, new classes of workflows become possible. This is like Netflix. Netflix didn’t build a $400 billion business because it mailed DVDs faster. It's entire business changed. It became a movie studio. This transformation was made possible when streaming became fast and reliable enough that people stopped thinking about buffering, downloads, and storage altogether. At that point, behavior changed: people browsed, clicked, abandoned, re-tried - without friction. Fast inference does the same thing for AI. When responses are slow, you design around waiting.

People ask what faster AI actually means for them. Here’s a concrete example. In the video, GLM-4.6 on Cerebras builds Space Invaders in ~15% of the time it takes Claude Sonnet 4.5 Thinking. The point isn’t speed for its own sake. When latency drops far enough, new classes of workflows become possible. This is like Netflix. Netflix didn’t build a $400 billion business because it mailed DVDs faster. It's entire business changed. It became a movie studio. This transformation was made possible when streaming became fast and reliable enough that people stopped thinking about buffering, downloads, and storage altogether. At that point, behavior changed: people browsed, clicked, abandoned, re-tried - without friction. Fast inference does the same thing for AI. When responses are slow, you design around waiting.

32,957 просмотров • 9 месяцев назад

We are just a little bit faster than@nvidia GPUs on Qwen 235B...18X faster. inference is blazing fast...come build cool stuff on Cerebras inference

We are just a little bit faster than@nvidia GPUs on Qwen 235B...18X faster. inference is blazing fast...come build cool stuff on Cerebras inference

44,760 просмотров • 1 год назад

Today, we reported Cerebras's financial results for Q1 FY 2026. This was our first quarterly earnings report as a public company. We remain laser focused on execution and on delivering the speed and performance our customers need. Read the report:

Today, we reported Cerebras's financial results for Q1 FY 2026. This was our first quarterly earnings report as a public company. We remain laser focused on execution and on delivering the speed and performance our customers need. Read the report:

15,369 просмотров • 3 месяцев назад

.Cerebras just went public in the largest semis IPO ever. I sat down with Harry Stebbings on 20VC to talk about where the industry goes next: We covered: - Why the AI infrastructure "bubble" narrative is wrong - The biggest bottleneck in AI compute - and why it may last for years - My take on NVIDIA's strategy behind funding the neo clouds - What visionaries like Sam and Elon see that everyone else doesn’t. - What’s actually blocking enterprise AI adoption Link below.

.Cerebras just went public in the largest semis IPO ever. I sat down with Harry Stebbings on 20VC to talk about where the industry goes next: We covered: - Why the AI infrastructure "bubble" narrative is wrong - The biggest bottleneck in AI compute - and why it may last for years - My take on NVIDIA's strategy behind funding the neo clouds - What visionaries like Sam and Elon see that everyone else doesn’t. - What’s actually blocking enterprise AI adoption Link below.

16,210 просмотров • 4 месяцев назад

Fast tokens are the most valuable tokens. Because inference speed is productivity. And Cerebras makes the fastest tokens in the world. Google DeepMind's Gemma 4 runs at 1,500+ tokens per second on Cerebras — more than an order of magnitude faster than on GPUs and 15x faster than Claude Haiku 4.5. Private preview today. GA later this month. Build blazing fast multimodal apps.

Fast tokens are the most valuable tokens. Because inference speed is productivity. And Cerebras makes the fastest tokens in the world. Google DeepMind's Gemma 4 runs at 1,500+ tokens per second on Cerebras — more than an order of magnitude faster than on GPUs and 15x faster than Claude Haiku 4.5. Private preview today. GA later this month. Build blazing fast multimodal apps.

12,008 просмотров • 4 месяцев назад

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