Andrew Feldman, Cerebras Systems | RAISE Summit 2026

Andrew Feldman of Cerebras Systems, founder and CEO, joins John Furrier and Dave Vellante of theCUBE Research at the RAISE Summit to discuss artificial intelligence inference, agent-driven demand and global AI infrastructure. Feldman outlines Cerebras Systems' big-chip strategy, the company's recent initial public offering milestone and technical advantages in inference performance. The discussion examines agent workloads, enterprise and cloud form factors, global data center deployments and an aggressive manufacturing scale-up to meet growing AI demand. Key takeaways emphasize speed as a determinative factor for AI adoption and infrastructure choice. Feldman explains that Cerebras delivers orders-of-magnitude inference throughput improvements versus graphics processing units, enabling larger context windows, faster iteration and higher-quality results for agent-driven applications. The hosts note that agents increase demand for both accelerator and central processing unit resources, expose memory and power constraints in conventional systems and accelerate data center and supply chain innovation.