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DoorDash Details Drone Delivery Launch in Northern California With Chipotle and PopeyesDutch Police Arrest Convicted Hacker in ShinyHunters InvestigationRussia Tightens VPN Blocking After State Duma Elections as Providers Report OutagesApple TV to Debut BBC Comedy ‘Small Prophets’ on October 7Australia’s cheapest mayonnaise is also best tasting, Choice test findsOpenAI Researcher Noam Brown Says 10,000 AI Agents Deserve at Most 10% of Millennium Problem Credit
AI Chips & Compute

Cerebras CEO Andrew Feldman to Address AI Scaling at TechCrunch Disrupt 2026

Cerebras Systems CEO Andrew Feldman will take the Disrupt Stage at TechCrunch Disrupt 2026 to discuss whether AI can keep scaling, as the company expands wafer-scale computing, data centers and manufacturing capacity.

AI News Feed · 2026-10-01 01:42

His session, titled “Can AI Keep Scaling?”, will explore the growing demand for compute, energy and infrastructure, how Cerebras is approaching those constraints differently, and what comes next if today’s AI hardware reaches its limits.

Disrupt will include more than 200 sessions across six industry stages, roundtables and breakouts. More than 10,000 founders, investors, operators and technology leaders are expected, along with more than 250 speakers and more than 300 exhibiting startups.

Cerebras Systems has spent the past decade challenging a basic assumption behind AI computing: that increasingly powerful AI must depend on conventional chip architectures. The company built its approach around wafer-scale computing and today provides AI compute through on-premise systems and its cloud platform.

Feldman co-founded Cerebras in 2015 after years of building companies around computing infrastructure. Before Cerebras, he co-founded and led energy-efficient microserver startup SeaMicro, which AMD acquired in 2012. Earlier, he held leadership roles at Force10 Networks and Riverstone Networks.

At Cerebras, Feldman and his co-founders took on a problem long considered impractical: bringing wafer-scale computing to market. Rather than cutting a silicon wafer into individual chips, Cerebras developed a processor built on the wafer itself, an architecture designed specifically for demanding AI workloads.

Now Cerebras is scaling that approach as demand for AI compute grows. The company raised $5.5 billion in its May IPO and signed a multiyear agreement with OpenAI to deploy 750 megawatts of Cerebras systems from 2026 through 2028. In August, Cerebras introduced CS-4, the latest generation of its wafer-scale AI infrastructure.

Cerebras is already confronting the infrastructure challenge. In August, the company reported more than 600 megawatts of data center capacity live or under contract for delivery by the end of 2027 and said it was increasing manufacturing capacity more than tenfold during 2026. It also plans to bring its first European data center capacity online this year and expand to 200 megawatts there by the end of 2027.

At Disrupt, Feldman will put those constraints into context for founders, investors and technology leaders making decisions around AI infrastructure: where compute demand is heading, what it takes to support it, and where today’s hardware could hit its limits.