Cerebras Systems’ Andrew Feldman on whether AI can keep scaling at TechCrunch Disrupt 2026
At TechCrunch Disrupt 2026, Cerebras Systems CEO and co-founder Andrew Feldman will explore the growing demand for compute, energy, and infrastructure, how Cerebras is approaching those constraints differently, and what comes next if today’s AI hardware reaches its limits.
At TechCrunch Disrupt 2026, Cerebras Systems CEO Andrew Feldman will address the question: "Can AI Keep Scaling?" The company's approach to AI computing has challenged the idea that increasingly powerful AI needs conventional chip architectures. Cerebras, founded by Feldman in 2015, pioneered wafer-scale computing and now offers AI compute through on-premise systems and its cloud platform.
The demand for compute, energy, and infrastructure is growing rapidly, posing challenges to scaling AI hardware. Feldman will discuss how Cerebras is addressing these constraints differently and what could happen if current hardware reaches its limits. The company recently raised $5.5 billion in its IPO and partnered with OpenAI to deploy 750 megawatts of Cerebras systems from 2026 to 2028.
Cerebras has already built a significant data center capacity, with over 600 megawatts live or under contract by the end of 2027. The company plans to increase manufacturing capacity more than tenfold in 2026 and bring its first European data center online this year, expanding to 200 megawatts by the end of 2027. Feldman will explore these constraints and opportunities for AI infrastructure in his Disrupt session.
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