Andrew Feldman
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techCerebras Launches Major European AI Data Center Expansion
Cerebras plans a multi-billion dollar European expansion with data centers in France and the Nordics, challenging Nvidia's dominance in AI infrastructure.
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techCerebras Systems Reports Mixed Q1 Results Post-IPO; Shares Drop
Cerebras Systems announces Q1 earnings, surpassing revenue expectations but disappointing on earnings, against a challenging AI chip market.
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techCerebras Confirms OpenAI's GPT-5.4 on Its Platform, Plans for GPT-5.5
Cerebras CEO reveals GPT-5.4 operates on their hardware, with GPT-5.5 expected soon, marking a significant AI infrastructure partnership.
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techPlanet Labs CEO: Going Public Overhyped, Military Fuels 60% of Revenue, Space Data Centers Inevitable
Andrew Feldman critiques the IPO process and reveals the military's dominance in space revenue, predicting a future where most computing shifts to space.
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financeCerebras Prices IPO at $185, Raising $5.5 Billion in Largest Tech Debut in Years
AI chipmaker Cerebras Systems prices IPO at $185 per share, raising $5.5 billion. The offering marks the biggest tech IPO since 2019, giving the company a $56.4 billion market cap.
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healthPoll: AI Support in UK Surges with NHS Framing
A new Teneo poll reveals UK support for AI jumps 11 points when tied to NHS benefits, with 56% backing increased use.
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techCerebras Systems Partners with Amazon Web Services for AI Chip Integration
Cerebras Systems and Amazon Web Services announce a strategic deal integrating Cerebras AI chips with AWS's custom AI hardware, aiming to accelerate AI services and offer competitive pricing.