The Ledger
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Nvidia Conceals Massive Chip Field Failure Rates to Keep Customers Waiting
“You don't talk about the field failure rate of your products, which are massive. Rather you sort of keep talking about the future in an effort to convince people to wait, to make a good decision rather than go with technology that's, that that's better and pre…”
Feldman: Nvidia Has Zero CUDA Software Lock-In for AI Inference
“In inference, it's not real at all. There's no CUDA lock-in in inference. None. Well, you can move from OpenAI on an NVIDIA GPU to Cerebrus to Fireworks Service on something else to Together to perplexity with 10 keystrokes. I mean, anybody who actually uses A…”
Feldman: Cerebras chips are faster than Nvidia at both training and inference
“No, we're faster on both, but the software challenges In training are real.”
Feldman: Cerebras Is First to Yield Whole Wafers in Computing History
“And that had never been done in a computer before, and that's at the heart of our architecture. That allowed us to yield and deliver whole wafers. Nobody had ever been able to do that in the seventy-year history of our industry.”
Feldman claims Cerebras chips are 15 times faster than competing GPUs
“Now, we are 15 x faster because of architectural reasons.”
Feldman claims Cerebras is the only pure-play AI public company
“But what we did know was that we had a chance to be the first and only AI peer play in the entire market. There's only one, and that's us.”
Feldman: Cerebras Chip Yield Matches or Exceeds Traditional Smaller Chips
“In fact, we invented techniques that allow us to yield as well or better than others who are building much smaller jobs.”
Feldman: Cerebras deployed more exaflops than anyone except Nvidia and AMD
“We, we've deployed tens of exaflops of compute vastly more than anybody else that, that, that isn't AMD or NVIDIA, right?”
Feldman reveals CFIUS delayed Cerebras' IPO by 18 months
“We tried to go public a year and a half earlier, and we couldn't get it done because we bumped into CFIUS.”
O'Driscoll: Benchmark, Foundation, and Eclipse each hold 8–9% of Cerebras
“Ah, you just, because you see, Harry, you just listen to Twitter, but if you go and you actually look up the S-one, they have eight or nine percent ownership, right? Because I do these things, because every VC reads an S-one the same way, you read the front pa…”
O'Driscoll: Cerebras IPO will trade amazingly well in the short term
“Look, it's going to go great. The fact that they've raised the range, which you only do when you're highly confident, especially that much, that you've got a killer IPO on your hands. There's no more new information. It's going to go out and it's going to trad…”
O'Driscoll: Cerebras recently signed deals with OpenAI and AWS
“And in the last three months, they've signed a deal with OpenAI and a deal with Atropic. Sorry, no, a deal with OpenAI and a deal with AWS. Sorry, I should be precise, right?”
Cerebras Closed AI Chip Sector's Largest Raise at Highest Valuation
“Well, look, it was the largest raise ever done in, in our category. It was done at the highest valuation and with the premier investors.”
Feldman notes SRAM costs remain stable with no supply shortages
“We use SRAM, and there's no shortage of SRAM. The cost of SRAM hasn't changed.”
Feldman reveals Cerebras burned $8 million monthly for 18 months solving hardware
“We had an 18 month period where we were spending eight million a month and we couldn't build it. Yeah. Eight million a month. We were burning for 18 months and we couldn't solve the technical problems.”
Stebbings: Cerebras generated $510M in 2025 revenue, up 76%
“Five hundred and ten million revenue in 2025, up 76% from two 90 and 24.”
Feldman: Cerebras still intends to go public despite pre-IPO round
“We still have every intention of going public.”
Feldman: Cerebras' deal with G42 was estimated at over $1 billion
“I mean, when we announced it was some estimated it was north of a billion.”
Feldman: Cerebras will be among the first AI hardware companies to go public
“We think that we will be among the first in the category.”
Morin: Groq and Cerebras beat GPUs via on-chip data storage
“Actually, that's why Grok achieves, ah, not Grok, but Grok, Cerebras, and all these folks, they achieve very high performance single stream is because the data is right in the chip that doesn't have to get it from memory, which is slow, which GPU has to do.”