COOS

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 26, 2026 by Andrew Feldman · across every show →

Everything said about COOS, oldest first

May 26, 2026 bullish
Disclosure
Feldman says Cerebras avoids TSMC CoWoS supply bottlenecks by not using it
“We are advantaged by the fact that there are constraints on COOS at TSMC. We don't use COOS.”
Andrew Feldman May 26, 2026 ▶ 14:39 Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
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