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Andrew Feldman on Building a Chip 58x Larger Than Nvidia's, Sonic AI
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Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
Sourcery with Molly O'Shea
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Jul 13, 2026
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32:59
Interview
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
From
Sorcery
Andrew Feldman
(CEO, Cerebras, guest)
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Executive Summary
Cerebras CEO Andrew Feldman discusses the company's massive $20B+ hardware partnership with OpenAI, highlighting the unprecedented demand for AI compute that has outpaced all industry forecasts.
Feldman expresses concern over NVIDIA's market dominance, suggesting they use their balance sheet and strategic investments to limit competition, and advises companies to avoid vendor lock-in.
The conversation highlights a major industry shift towards hardware-software co-design, where chips and models are developed in tandem to maximize performance, as seen with Cerebras/OpenAI and Google/DeepMind.
Beyond business, Feldman is highly optimistic about AI's societal impact, predicting it will help eradicate cancer as a common cause of death within 25 years and provide personalized tutoring for every child.
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