Developing story · 2 episodes · 30 Sept to 2 Oct
Cerebras AI Scaling Debate and Nvidia Tie-Up
The series follows Cerebras Systems as its CEO argues about the limits of AI scaling while the company seeks to collaborate with Nvidia to power OpenAI models. After Nvidia’s involvement was announced, Cerebras shares plunged nearly 20%, leaving the firm’s future strategy and market confidence in question.
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Cerebras stock falls nearly 20% after Nvidia to power OpenAI model
Cerebras Systems shares dropped almost 20% this week, hitting their lowest price since the May IPO, after a report that Nvidia will supply GPUs for OpenAI's new GPT-6.1 Sol model. The decline…
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Cerebras CEO Feldman debates AI scaling limits at Disrupt 2026
Cerebras Systems CEO Andrew Feldman will discuss AI hardware constraints at TechCrunch Disrupt 2026. Feldman, co-founder of the wafer-scale computing specialist, argues conventional chip…
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Who and what
Cerebras SystemsOpenAITechCrunchSeaMicroAMDForce10 NetworksNvidiaSemiAnalysisGPT-6.1 SolAndrew FeldmanSean Lie