Cerebras Systems positions inference speed as the defining edge in AI infrastructure
The race to build the fastest AI infrastructure is reshaping the semiconductor industry, with inference speed emerging as the defining competitive dimension of the AI era.
As AI model wars intensify across OpenAI, Anthropic and Google, the underlying compute layer is under pressure to keep pace — and the companies that moved early on inference performance are now reaping the rewards. Cerebras Systems Inc. recognized that opportunity years before the market validated it, according to Andrew Feldman (pictured), founder and chief executive officer of Cerebras Systems.
“The number of people who said you can’t build a chip this big, it’ll never work, here are the 20 reasons why it’s going to fail,” Feldman said. “They told us that for years, and now it works. We’re the fastest inference in the industry, not by a little bit, but 10, 15, 20, 30 times faster than GPUs. And everybody wants fast results.”
Feldman spoke with theCUBE’s John Furrier and Dave Vellante at the RAISE Summit 2026, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed Cerebras’s IPO milestone, the importance of inference speed, European data center buildout and the company’s plans to scale manufacturing by 8x to 10x. (* Disclosure below.)
