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Andrew Feldman | Cerebras Goes Public in Year's Biggest IPO | Bloomberg Tech, Sonic AI
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Cerebras Goes Public in Year's Biggest IPO | Bloomberg Tech
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May 14, 2026
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44:01
Interview
Cerebras Goes Public in Year's Biggest IPO | Bloomberg Tech
From
Bloomberg Tech
Caroline Hyde
(Bloomberg host and technology market analyst)
•
Ed Ludlow
(Host of Bloomberg Tech)
•
Ryan Vlastelica
(Guest)
•
Andrew Feldman
(CEO, Cerebras)
•
Bailey Lipschultz
(senior reporter)
•
Tom Hale
(CEO, Ōura)
•
Tyler Kendall
(Geopolitical and business analyst reporting for…)
•
Michelle Guy
(Guest)
•
Bory Ekholm
(Guest)
•
Tassos Vassos
(Guest)
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Executive Summary
Cerebras launches the largest US IPO of the year, raising $5.55 billion amidst massive investor demand, signaling a strong appetite for NVIDIA alternatives in the AI hardware space.
Cisco's stock soars on strong earnings and a significantly raised forecast for hyperscaler demand, validating its strategic pivot to AI infrastructure which includes targeted job cuts.
High-stakes US-China talks see President Xi warn President Trump about Taiwan, while also reassuring US tech executives of China's openness, highlighting the complex geopolitical landscape.
The broader AI ecosystem shows momentum, with Ericsson positioning itself for edge AI, Foxconn boosting AI server production, and fintech firm Klarna achieving a significant financial turnaround.
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