Cerebras CEO Andrew Feldman to discuss AI scaling at Disrupt 2026

In short: Cerebras Systems CEO Andrew Feldman will take the stage at TechCrunch Disrupt 2026 to talk about how long AI can keep getting bigger and what limits might slow it down.

What happened

Cerebras Systems says its CEO and co-founder, Andrew Feldman, will speak at TechCrunch Disrupt 2026 in San Francisco, held October 13 to 15. His session is titled “Can AI Keep Scaling?” and it will focus on the growing need for compute, energy, and physical infrastructure.

“Compute” is the raw machine power used to train and run AI models. You can think of it like horsepower in a car, more horsepower can do more work, but it also needs more fuel and better cooling.

Cerebras builds AI hardware in a different way than most chip companies. Instead of cutting a silicon wafer into many small chips, it builds a processor on the wafer itself, called wafer-scale computing.

The company is also expanding its footprint. TechCrunch reports that Cerebras raised $5.5 billion in its May IPO and signed a multiyear deal with OpenAI to deploy 750 megawatts of Cerebras systems from 2026 through 2028. In August, Cerebras introduced its CS-4 system and said it had more than 600 megawatts of data center capacity live or under contract for delivery by the end of 2027.

Why it matters

AI progress is not only about smarter software. It also depends on real-world constraints like electricity, data centers, cooling equipment, and manufacturing capacity, which can affect costs and how widely AI tools are available.

Source: TechCrunch AI