The strategy is defined by a single exclusion. Speaking at the Bloomberg Tech conference on Wednesday, Cerebras chief executive Andrew Feldman said the AI chipmaker is working with every major hardware maker in the industry apart from one: NVIDIA. The line was not a complaint. It was the pitch.
Feldman’s argument is that the buyers who matter want an alternative to a single dominant supplier, and that Cerebras can be the connective layer for everyone assembling an AI stack out of other parts. If a customer is building with AMD, with cloud providers, with custom silicon, with open models or specialised accelerators, Cerebras wants to be in the conversation.
The company is positioning itself as the option for buyers who have decided that depending on one vendor for the most expensive line in the budget is itself a risk.T
hat framing is careful about what it does not say. Feldman’s case is not that Nvidia is weak; Nvidia remains the dominant supplier of the GPUs that train most of the industry’s models.
The case is that concentration is a vulnerability, and that cloud providers, model labs, and enterprise buyers want a credible second source rather than a wholesale replacement, a wariness sharpened as Nvidia’s $40bn in AI equity bets tightened its grip on the field. Cerebras is selling itself as the hedge, not the substitute.The 💜 of EU techThe latest rumblings from the EU tech scene, a story from our wise ol' founder Boris, and some questionable AI art. It's free, every week, in your inbox. Sign up now!
