⚡️Raising $1.1b to build the fastest LLM Chips on Earth — Andrew Feldman, Cerebras
Oct 1, 2025 · 29:14
Andrew Feldman, CEO of Cerebras, joins Latent Space to discuss their $1.1B fundraise at an $8.1B valuation and their wafer-scale chip that delivers 20x faster inference than NVIDIA's B200 GPUs. He explains how their architecture uses SRAM instead of HBM, providing 2,625x more memory bandwidth by eliminating the narrow straw between compute and memory. Feldman details the decision to accelerate sparse linear algebra rather than specialized convolutions, enabling support for transformers and diffusion models unseen during design. He discusses the explosive growth in AI inference demand, the shift from closed-source to fast open-source models, and the importance of speed—citing Paul Graham's observation that ChatGPT's slowness drives users away. The conversation covers enterprise trends in the 10-30B parameter space, the complexity of building data centers that pull gigawatts of power, and the often-overlooked routing and caching systems that make AI work seamlessly.
