Uncapped: Andrew Feldman on Cerebras, AI Chips, and the Compute Arms Race

A radical chip bet, years of near-failure, and a breakthrough that changed the AI hardware game. This condensed recap of Uncapped with host Jack Altman and guest Andrew Feldman turns a full-length conversation into a quick listen, covering how Cerebras was built from scratch, why Feldman believes AI workloads demand chips that are 10x to 500x faster, and what it took to solve problems no one in computing had cracked before. You’ll hear how Cerebras navigated design, manufacturing, packaging, software, and inference as the market shifted, plus Feldman’s take on U.S. semiconductor supply chains, fabs, HBM, ASML, data center power, and the future of AI compute. The episode also reveals the leadership mindset behind building against giants like Nvidia: sustained grit, failure analysis, and only taking on problems others can’t solve. Listen now to get the key ideas in minutes.