Andrew Feldman, Cerebras Systems | theCUBE + NYSE Wired: AI Factories - Data Centers of the Future

Описание: In this theCUBE + NYSE Wired: AI Factories – Data Centers of the Future interview, Andrew Feldman, founder & CEO of Cerebras Systems, joins theCUBE’s John Furrier to unpack why inference-first AI infrastructure is resetting the enterprise playbook. Feldman shares an on-the-ground update: the inference market is “white-hot,” Cerebras delivers 10x–50x faster inference versus alternatives, and the company has opened a 10-megawatt Oklahoma City facility – its fifth U.S. data center – with immediate expansion underway. He explains how AI factories turn data centers into engines of value creation, where speed, capacity and efficiency determine outcomes across industries from IDE tooling to life sciences.

The discussion dives into what makes AI-scale distinct: avoiding the complexity of fracturing workloads across thousands of GPUs, designing around on-chip memory bandwidth, and why SRAM is the “holy grail.” Feldman details the Cerebras approach – building the industry’s largest chip (≈56x larger than the biggest GPU) with ~2,500x faster access to memory – so models move less data, consume less power and return answers faster. Additional highlights include the mid-2024 shift from training to high-value inference, the simplicity of switching (“~10 keystrokes”), what “AI-native” really means, enterprise urgency amid AI-driven disruption, and how customers like Mayo Clinic and GSK are converting data into actionable insight. Watch for themes aligned to theCUBE’s coverage angles: AI factories as the new unit of value, the economics of inference at scale, and the strategic implications for hybrid cloud, sovereignty and resilience.

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00:00 - Intro
00:06 - Foundations and Developments in Cerebras: Introducing Andrew Feldman and the Series
02:50 - Growth in AI: The Impact of Cerebras on Data Centers
06:52 - Technology Shifts and Challenges
09:42 - AI: From Concept to Integration
12:40 - Navigating the Hype and Long-term Strategy
15:57 - Enterprise Impact and Future of Data Centers
19:56 - Conclusion and Future Perspectives

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