Episode
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
- Podcast
- Sourcery
- Published
- Jul 13, 2026
- Duration seconds
- 1979
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Summary
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. Sourcery covers the people building the future across AI, hardware, and the private and public markets, subscribe for more. Andre Feldman: https://x.com/andrewdfeldman Molly OβShea: https://x.com/MollySOShea Sourcery: β https://x.com/sourceryy πππππππ ππππ YouTube: β https://youtu.be/k9UX2fVGhsIβ ππππππππ β’ Brex βThe modern finance platform, combining the worldβs smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery β’ MongoDB βMillions 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, & siβ¦