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Andrew Feldman

Mentioned in 12 analyzed podcast episodes across 8 shows

CEO of Cerebras, a company pioneering wafer-scale chip architecture for advanced computing. He has received early backing from Emirati investors for the company's technology. He appears in podcast discussions related to AI and semiconductor innovation.

Episode Appearances

Odd Lots

Odd Lots · May 21, 2026

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Discusses wafer-scale chip architecture, IPO, major customer deals, and competitive positioning vs. NVIDIA

Wafer-scale chip architecture and manufacturingAI inference economics and token pricingGPU vs. alternative chip architectures for AI
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CNBC's "Fast Money"

CNBC's "Fast Money" · May 14, 2026

Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26

Cerebras founder/CEO; Silicon Valley entrepreneur with track record of successful deals; led company through IPO process

Cerebras IPO valuation and customer concentration riskAI infrastructure bottlenecks: memory vs. compute vs. powerTaiwan semiconductor geopolitical leverage in US-China trade
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Tech Brew Ride Home

Tech Brew Ride Home · May 14, 2026

The Biggest Tech IPO Since Uber

Cerebra CEO discussing IPO, customer concentration, and company strategy in CNBC interview

OpenAI vs Apple partnership disputeCerebra Systems IPO and AI chip competitionmacOS security vulnerabilities and AI-assisted exploitation
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The Information's TITV

The Information's TITV · May 14, 2026

Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise

Cerebras founder with 5.5% stake worth $1.9B at IPO pricing; subject of IPO analysis

Apple App Store AI Agent PolicyAgentic AI and Autonomous AgentsAI Chip Design and Infrastructure
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Bloomberg Tech

Bloomberg Tech · May 14, 2026

Cerebras Goes Public in Year's Biggest IPO

Discussed IPO pricing, full-stack integration strategy, customer concentration, and AWS partnership details

Cerebras IPO and AI chip market dynamicsHyperscaler infrastructure spending and capex forecastsNetworking and optical connectivity in AI infrastructure
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TBPN

TBPN · Mar 18, 2026

Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN

Cerebras CEO challenging Nvidia's GTC announcements claiming superior chip architecture solutions

Nvidia China chip sales restartTSMC Taiwan geopolitical riskApple vibe coding app restrictions
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TBPN

TBPN · Mar 18, 2026

H200s in China, Apple Blocks Vibe Coding, Peptide Debates | Andy Fang, Matt Jayson, Dr. Cameron Sepah, Chris Gadek, Chris Hladczuk, Georgios Konstantopoulos, Matt Huang

Cerebras CEO criticizing Nvidia's inference chip announcements at GTC conference

Nvidia H200 chip sales to ChinaApple App Store vibe coding restrictionsPerformance medicine and peptide optimization
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jan 23, 2026

Coinbase CEO Brian Armstrong Breaks Down the Three Biggest Trends in Crypto + More from Davos!

Cryptocurrency regulationStablecoin legislationAI infrastructure scaling
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TBPN

TBPN · Jan 21, 2026

Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN

AI chip exports to ChinaAutonomous vehicle safety dataEnterprise AI implementation
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jan 17, 2026

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

CEO of Cerebras; pioneered wafer-scale chip architecture; early backing from Emirati investors

Iran regime change and anti-government protestsArctic geopolitics and Greenland acquisitionData center energy costs and grid infrastructure
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The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 15, 2026

AI's Battle for Your Context

AI IPO preparationsPersonal context in AIMicrosoft-Anthropic partnership
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TBPN

TBPN · Jan 12, 2026

DOJ vs. Fed Chair, Apple Repositions Vision Pro, Ben Thompson Joins | Tyler Cowen, Harley Finkelstein, Andrew Feldman, Nathan Nwachuku, Anastasios Angelopoulos

Federal Reserve IndependenceApple Vision Pro Content StrategyFast AI Inference Hardware
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