Podcasts about cerebras systems

Wall Street just got a lot more bullish. A major market forecast has pushed its target for the S&P 500 all the way to 7,800, implying significant upside from current levels. But is this a realistic projection based on earnings, AI growth, and economic strength... or are analysts simply getting caught up in market euphoria? In today's episode, we break down the reasoning behind the upgraded target and ask the question every investor should be asking: Can the S&P 500 really reach 7,800, or is Wall Street getting ahead of itself? We'll discuss: What's driving the bullish forecasts The role of AI and technology in earnings growth Whether valuations still make sense Historical examples of analyst optimism and pessimism Key risks that could derail the rally We'll also take a look at a viewer's trade in Cerebras Systems, breaking down the setup, risks, and opportunities surrounding one of the more intriguing names in the AI space. In addition, we'll dive into two critical market indicators that many investors ignore: The 10-Year Treasury Yield The U.S. Dollar Index (DXY) Because these two markets often provide valuable clues about: Interest rates Inflation expectations Capital flows Future equity performance And of course, I'll provide updates on my current trades, portfolio positioning, and what I'm watching as markets continue to push higher. This episode is all about separating optimism from reality. Listen now:

Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI. AGENDA:  05:58 - Why we are not in an infrastructure bubble and it is just the start 08:00 - Sam Altman's superpower is his ability to forecast capex spend. 08:58 - Anthropic did not get a good deal with Elon. They got a deal that was available.  10:39 - What is going on with the price of memory and why is it a problem? 16:40 - Are Google best positioned to produce tokens and what challenges do they face? 19:23 - Is Coreweave dramatically undervalued or overvalued? 24:34 - My biggest advice to entrepreneurs scaling their business  30:13 - Why most of the layoffs are AI-washed and 33:41 - What will we spend on tokens for software engineers in five years? 34:48 - Why does the role of HR change so significantly in the world of AI? 35:36 - Why lawyers are the biggest inhibitor of enterprise AI adoption 39:20 - Why Jensen and Nvidia are wrong to sell chips to China 42:49 - What needs to change in the U.S. to build a strategic asset in chips? 51:00 - Should Cerebras invest in companies building on top of their platform; as Nvidia is? 53:28 - Nothing changed when Cerebras IPO'd but I did make 800 millionaires.

In this episode, the mates welcome Andrew Feldman, Co-founder and CEO of Cerebras Systems, and discuss several tech news such as Google's I/O comeback, the jury verdict in Elon Musk's OpenAI lawsuit, Anthropic's accelerating enterprise momentum, and a long interview with Andrew Feldman of Cerebras after its major IPO. Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends   Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Andrew Feldman is the Co-founder and CEO of Cerebras Systems. Salim Ismail is the founder of OpenExO Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified - My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding      Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy   Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter  _ Connect with Peter: X Instagram Substack Website Xprize Connect with Dave: Web X LinkedIn Instagram TikTok Connect with Salim: X Join Salim's Workshop to build your ExO  Pre-order Salim's new book: shapingluck.com Connect with Alex Website LinkedIn X Email Substack  Spotify Threads Connect with Andrew X  LinkedIn Cerebras.ai  Listen to MOONSHOTS: Apple YouTube – *Recorded on May 20th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic hat das Compute-Problem gelöst: Mit dem Kauf von SpaceX' Colossus 1 kommen 300 Megawatt Rechenleistung hinzu, die Quotas steigen und das Rate Limiting zur Rush Hour entfällt. Fabian Walther und Ole Wendland ordnen den Deal ein, sprechen über seine unbequemen Begleitumstände und diskutieren, was Andrej Karpathys Wechsel zu Anthropic für den unabhängigen KI-Diskurs bedeutet. Außerdem: Cerebras Systems feiert ein spektakuläres Börsendebüt mit seinem Wafer-Scale-Chip, aktuelle Paper zeigen, dass Agentic Harness Engineering in Benchmarks mehr bringt als ein Modellupgrade, und Codex knackt die ARC-AGI-3-Challenge.

The market is experiencing a rollercoaster ride as oil prices surge and mortgage rates reach their highest levels this year. Franks guest, Jim Hausberg, a veteran money manager and market strategist, shares his insights on the current market trends and what investors can expect in the coming days. We also discuss the impact of the Iran war on oil prices and the potential effects on the economy. The Iran war is causing a significant increase in oil prices, which is, in turn, affecting mortgage rates. Our guest explains that if a peace resolution is reached soon, oil prices may drop, but until then, investors should be prepared for volatility. We also dive into the world of AI and its impact on the market, with Jim sharing his thoughts on the AI trade and its potential benefits for investors. In addition to the market trends, we discuss the recent IPO of Cerebras Systems, which has been making waves in the tech industry. Our guest also shares his thoughts on the current state of the bond market and the potential effects of higher interest rates on the economy. With mortgage rates reaching new highs, it's essential for investors to understand the current market landscape and make informed decisions. Tune in to this episode to hear Jim's expert analysis and gain a deeper understanding of the market trends and their potential impact on your investments. Don't miss this informative conversation and stay ahead of the curve in today's volatile market.See omnystudio.com/listener for privacy information.

The calm before the AI storm? ⛈️You bet. Although we had a bevy of new AI releases, fresh drama and a HUGE IPO from an AI company, this week's biggest AI news is about what's around the corner: - An upcoming decision in the Musk vs. OpenAI lawsuit - How the big Cerebras IPO will impact the other AI giants- Google's I/O conference Tuesday, which will likely set off a firestorm of updates. The hot AI summer is around the corner, so we'll get you caught up and prepared for what's coming next. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI Codex Remote Control Feature LaunchCerebras AI IPO Debut & Market ImpactGoogle Book Laptops with Gemini IntelligenceAnthropic Programmatic Usage Policy BacklashUS-China Talks on AI Safety GuardrailsOpenAI Considers Legal Action Against AppleGoogle IO 2024: Gemini 3.2 and Spark LeaksAI Industry Partner Updates: AWS, PWC, MetaTimestamps:00:00 OpenAI adds remote control feature03:46 Codex remote features for mobile08:54 Cerebras IPO and tech market resurgence12:41 Introducing the Google Book laptops13:55 Google books hardware partners and AI competition17:09 Changes to agent SDK credits21:15 Developers react to pricing changes25:25 US-China AI negotiations overview28:04 Concerns about AI and security34:03 Anticipating Google IO announcements36:37 Gemini Omni leaks and speculations40:07 Recent AI advancements and industry moves42:50 Introducing Firefly AI AssistantKeywords: AI IPO, Cerebras Systems, Cerebras IPO, AI chipmaker, $95 billion market cap, wafer scale AI chips, OpenAI, Anthropic, Anthropic criticism, Claude subscriptions, programmatic API usage, Claude Dispatch, Claude CoWork, AI subscription limits, OpenClaw, autonomous AI agents, ChatGPT mobile app, Codex remote control, Gemini Intelligence, Google I/O, Google Book laptop, Android XR glasses, Gemini Spark, Gemini 3.2, Google AI assistant, multimodal AI models, persistent AI agent, Apple Intelligence, Siri integration, OpenAI vs Apple, class action lawsuit, ChatGPT paid subscription, Google-Microsoft-Amazon AI rivalry, AWS partnership, developer backlash, AI agent SDK, AI regulatory talks, US-China AI relations, model distillation, data center, AI cybersecurity, Daybreak, personal finance AI, Meta Muse Spark, Thinking Machines Lab, multimodal human collaboration, AI widget, custom widget creation, agent memory, cloud agent, real-time AI, verticalized AI, legal AI, finance AI, small business AI.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

Falsi nemici, veri affari: cosa ci stanno davvero dicendo mercati, bond e corsa all'intelligenza artificiale? In questo nuovo episodio di Inside Value, Roberto Russo e Filippo Pasini analizzano una settimana che mette in luce una delle grandi contraddizioni dell'economia globale: mentre politica e governi parlano di tensioni strategiche tra Stati Uniti e Cina, le grandi aziende americane continuano a fare affari con Pechino. Dalla visita di Trump in Cina agli accordi firmati da colossi come Nvidia, Apple, Tesla e Goldman Sachs, fino ai nuovi segnali provenienti dai mercati obbligazionari e dall'euforia sui semiconduttori AI, emerge una domanda centrale: i mercati stanno sottovalutando il rischio?Parliamo di:• tensioni geopolitiche tra USA e Cina e interessi economici reali • inflazione americana e tassi ancora elevati• il ritorno del “costo del denaro” • Treasury USA sopra il 4,5% e bond globali in rialzo • la quotazione record di Cerebras Systems • l'euforia sui semiconduttori legati all'intelligenza artificiale • valutazioni estreme e aspettative fuori scala • il rischio di confondere una grande storia con un grande investimento Un episodio dedicato a chi vuole capire cosa si nasconde dietro il racconto quotidiano dei mercati e perché, oggi più che mai, il prezzo pagato conta quanto la qualità della storia raccontata.Se volete approfondire i temi di questa puntata, trovate la newsletter sul sito Il Valore Conta, a cura di Roberto Russo e Filippo Pasini. Per maggiori informazioni: info@ilvaloreconta.it Questo podcast ha finalità esclusivamente informative e divulgative. Non costituisce consulenza finanziaria né raccomandazione di investimento. Le opinioni espresse riflettono il punto di vista degli autori.Buon ascolto.

Stocks fell sharply on Friday as investors grew increasingly concerned about the impact of the prolonged conflict with Iran, particularly the risk that higher energy prices could further fuel inflation and keep interest rates elevated. The S&P 500 lost 1.2%, the Nasdaq Composite dropped 1.5% and the Dow Jones fell 1.1%. Investors took profits in the technology sector following strong recent gains. Intel declined 5%, while Advanced Micro Devices and Micron Technology fell 3% and 4%, respectively. Nvidia lost 2%, and Cerebras Systems dropped 4% after surging 68% in the previous session following its Nasdaq debut. Microsoft outperformed, rising 4% after Bill Ackman revealed that Pershing Square had built a position in the company. Boeing shares also extended losses, falling 3% after dropping nearly 5% a day earlier, as investors reacted negatively to Trump's announcement that China agreed to purchase 200 Boeing jets, only modestly above prior expectations.SPI down 38 - BHP falls hard in US - BXB Downgrades.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode, we unpack Cerebras Systems' blockbuster IPO and how it may reignite momentum across the AI infrastructure trade. We also discuss the macro backdrop shaping risk assets, including speculation around the new Federal Reserve chair, hotter-than-expected inflation data, alongside resilient labor markets, and what it could mean for digital assets and broader growth markets. Further, we cover growing legislative momentum behind the Digital Asset Market Clarity Act, the sharp rise of privacy-focused token Xcoin, and renewed venture appetite as firms including Haun Ventures and Andreessen Horowitz raise billions in fresh digital asset-focused capital. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

En el episodio de hoy de VG Daily, Valentina Orduz y Andre Dos Santos analizan tres historias que dominan la agenda de mercados e inversión global: los acuerdos que emergieron de la cumbre Trump-Xi, el inicio formal del proceso de restructuración de la deuda venezolana, y el IPO más ruidoso del año en el sector tecnológico.El bloque de apertura examina el paquete de Beijing anunciado tras la cumbre entre Trump y Xi, repasando los compromisos en aviones comerciales, chips de Nvidia, energía, soja y tierras raras. Los hosts discuten el estatus de cada acuerdo, la ambigüedad de lo anunciado, y por qué el mercado reaccionó de manera contraintuitiva en varios de ellos. Luego, el episodio cubre la anatomía de la deuda venezolana, desglosando sus distintos tramos, la contratación de Centerview Partners como asesor financiero, la presentación macro prevista ante la comunidad financiera internacional en junio, y la postura venezolana frente al FMI.El bloque de cierre se dedica al IPO de Cerebras Systems: la arquitectura del chip WSE-3 y su propuesta frente a los GPUs de Nvidia; los números del debut en bolsa, incluyendo apertura, máximo intraday y capital levantado; el acuerdo multianual con OpenAI y la estructura de warrants que lo acompaña; y los riesgos reales del negocio, entre ellos la concentración de clientes, las pérdidas operativas y la valuación de cara a los múltiplos del sector.

Can diplomacy keep markets calm while oil, inflation and AI euphoria all surge at once? Asia-Pacific markets look set for a cautiously positive open after Wall Street rallied on growing optimism around the Trump-Xi summit in Beijing. Market View unpacks why investors are cheering signs of renewed US-China economic cooperation even as oil prices jump back above US$100 a barrel amid Strait of Hormuz tensions. We dive into President Donald Trump’s claim that China will buy more American oil, why Boeing shares still fell despite a major 200-plane China order, and what that says about expectations-driven markets in 2026. Meanwhile, AI remains the dominant force on Wall Street explore Cerebras Systems’ blockbuster IPO debut, rising Treasury yields, sticky inflation pressures and why markets are increasingly balancing optimism about growth against deep concerns about geopolitics and energy shocks.See omnystudio.com/listener for privacy information.

In today's BizNews Daybreak, President Trump discusses China's role in Iran negotiations and a major Boeing deal, while Secretary of State Marco Rubio addresses Taiwan tensions. The S&P 500 hits record highs fueled by Cerebras Systems' massive IPO and Nvidia's growth, contrasting with a strained partnership between Apple and OpenAI. Locally, Wayne Sussman examines the complexity of South Africa's upcoming municipal elections and Gary Power urges the need for personal accountability to combat institutional corruption.

Der KI-Hype erreicht die nächste Eskalationsstufe: Die Aktie von Cerebras Systems schießt nach dem Börsengang um 68 % nach oben und wird plötzlich mit 94 Milliarden US-Dollar bewertet. Ist das die nächste NVIDIA – oder bereits die nächste große KI-Blase? Wir analysieren die extreme Bewertung, die Rolle von OpenAI als Kunde und warum die gigantischen KI-Gewinne inzwischen sogar den Immobilienmarkt im Silicon Valley explodieren lassen. Außerdem: Joshua Kushner kauft massiv Shopify-Aktien – startet jetzt die nächste E-Commerce-Rally durch KI? Dazu im Podcast:

Les marchés boursiers américains reprennent leur souffle ce vendredi matin après une semaine marquée par de nouveaux records sur le S&P 500 et le Nasdaq. La hausse du pétrole, les tensions autour de l'Iran, les rendements obligataires plus élevés et une certaine prise de profits dans les titres technologiques expliquent en grande partie ce recul. En parallèle, l'intelligence artificielle et le secteur spatial continuent d'attirer l'attention, notamment avec l'entrée remarquée de Cerebras Systems au Nasdaq, la progression spectaculaire de Rocket Lab et l'arrivée très attendue de SpaceX en bourse.Il ne faut donc pas interpréter automatiquement la faiblesse de ce matin comme un changement complet de tendance. Après une séquence haussière aussi forte, une retrace était non seulement possible, mais probablement saine. Les marchés ne montent jamais en ligne droite, surtout lorsque plusieurs indices viennent tout juste d'inscrire de nouveaux sommets.https://www.daytradercanada.com/billet-boursier/marches-boursiers-spacex-rocket-lab-ia-et-petrole-au-coeur-de-la-semaine/Site web: https://daytradercanada.com/Nous joindre: https://daytradercanada.com/nous-joindre/Facebook: https://www.facebook.com/daytradercanadaYoutube: https://www.youtube.com/@DayTraderCanadaLinkedIn: https://www.linkedin.com/company/day-trader-canada/

Plus: some hedge funds are making big bucks from chipmaker and AI hardware stocks. And Cisco Systems is cutting thousands of jobs to free up cash for AI spending. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: The Pentagon abruptly cancels a deployment to Poland. And stock markets gain as chipmaker Cerebras Systems becomes the largest U.S. IPO so far this year. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI trade keeps getting bigger, faster, and more expensive — and some investors are starting to see uncomfortable similarities to the dot-com era.Chuck Zodda and Mike Armstrong break down the explosive debut of Cerebras Systems and why surging semiconductor stocks are reigniting concerns that today's AI spending frenzy may be creating the next major market bubble.Also covered:Why semiconductor stocks keep behaving like classic boom-bust cyclesThe key warning signs that today's AI rally may be entering dangerous territoryKevin Warsh officially takes over as Fed Chair and what it could mean for policyWhy markets are suddenly pricing in future rate hikes instead of rate cutsThe surprising reason Americans continue feeling terrible about the economyHow social media and nonstop headlines may be distorting economic sentimentWhy restaurants are changing menus around GLP-1 trendsThe growing debate over whether AI is making students smarter or simply inflating gradesWhat happens if the AI spending boom eventually runs into the same reality every technology cycle faces.

Cerebras Systems shares are indicated to open 82% above their listing price, after the artificial intelligence chipmaker raised $5.55 billion in an upsized and hotly anticipated IPO. Demand for the stock is soaring a day after it priced its upsized offering above the marketed range. Shares are indicated to open at $336 each as of 12:04 p.m. Thursday, versus the IPO price of $185. Cerebras CEO Andrew Feldman speaks with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Major averages move higher across the board as President Trump meets with Chinese President Xi Jinping in Beijing and Cerebras Systems begins trading on the Nasdaq for the largest tech IPO since 2020. Celebrity chef Bobby Flay and NASCAR COO Ben Kennedy also join Kelly Evans & Brian Sullivan on set for exclusive in-person interviews to round out the show. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A brief look at financial markets with Bokor In the Morning brought to you by Steve Bokor at Ventum Financial Corp. a member of SIPC

Plus: Chip startup Cerebras Systems sets IPO price. And GameStop makes an unsolicited $56 billion offer to buy eBay. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

De rollen zijn omgekeerd. Normaal kan je bieden op de website van eBay, nu wordt er op de veilingsite zélf geboden. Niet zo'n beetje ook: meer dan 55 miljard dollar. Het bod komt van GameStop, een bedrijf dat vooral bekend werd als meme-aandeel. Opvallend, vooral omdat eBay vier keer zoveel waard is als GameStop. Het lijkt op een kansloze exercitie, maar de topman van GameStop is wel serieus. Hij zegt desnoods met een vijandig bod te komen én extra aandelen te gaan uitgeven. Deze aflevering kijken we of de andere meme-aandelen nu ook wakker worden en met miljarden gaan strooien. (Het hallucinante interview met de GameStop-topman vind je trouwens hier) Hebben we het ook over de jaarvergadering van Berkshire Hathaway. Dat was een bedevaartsoord, beleggers van over de hele werd wilden jaarlijks Warren Buffett aanhoren. Dit jaar zat de hoogbejaarde belegger in het publiek, het was aan opvolger Greg Abel om de zaal op te warmen. Je hoort waarom dat een lichte tegenvaller werd. Verder gaat het ook over het plan dat president Trump voor de Straat van Hormuz heeft. Ook over de bizarre beursdag van de Czechoslovak Group (handel werd stilgelegd) én je hoort meer over een oproep van de AFM. Dat wil dat Nederlanders méér gaan beleggen! Te gast: Niels Koerts van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

De rollen zijn omgekeerd. Normaal kan je bieden op de website van eBay, nu wordt er op de veilingsite zélf geboden. Niet zo'n beetje ook: meer dan 55 miljard dollar. Het bod komt van GameStop, een bedrijf dat vooral bekend werd als meme-aandeel. Opvallend, vooral omdat eBay vier keer zoveel waard is als GameStop. Het lijkt op een kansloze exercitie, maar de topman van GameStop is wel serieus. Hij zegt desnoods met een vijandig bod te komen én extra aandelen te gaan uitgeven. Deze aflevering kijken we of de andere meme-aandelen nu ook wakker worden en met miljarden gaan strooien. (Het hallucinante interview met de GameStop-topman vind je trouwens hier) Hebben we het ook over de jaarvergadering van Berkshire Hathaway. Dat was een bedevaartsoord, beleggers van over de hele werd wilden jaarlijks Warren Buffett aanhoren. Dit jaar zat de hoogbejaarde belegger in het publiek, het was aan opvolger Greg Abel om de zaal op te warmen. Je hoort waarom dat een lichte tegenvaller werd. Verder gaat het ook over het plan dat president Trump voor de Straat van Hormuz heeft. Ook over de bizarre beursdag van de Czechoslovak Group (handel werd stilgelegd) én je hoort meer over een oproep van de AFM. Dat wil dat Nederlanders méér gaan beleggen! Te gast: Niels Koerts van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

AI is shifting from model development to real-world usage, exposing a new bottleneck that most sales teams are not prepared to understand or sell against. As inference speed, memory bandwidth, and infrastructure become the true differentiators, traditional software playbooks begin to break down. Alex Varel joins John Kaplan and John McMahon to unpack what it takes to sell in this new environment, where technical depth, curiosity, and adaptability are no longer optional. The conversation explores how AI is reshaping productivity, why ICPs must evolve weekly, and how elite sellers distinguish themselves by orchestrating value across increasingly complex buying groups. Alex Varel is EVP of Worldwide Sales at Cerebras Systems, where he leads global go-to-market efforts at the forefront of AI infrastructure. He has built and scaled high-performing teams across MongoDB, Zscaler, and Multiverse, driving growth through IPO, hyper-scale expansion, and emerging technology shifts. Connect with Alex: LinkedIn Resources mentioned: "The Power of Myth" by Joseph Campbell "AI Superpowers" by Kai-Fu Lee “Leonardo da Vinci” by Walter Isaacson "No Country for Old Men" by Cormac McCarthy "The Road" by Cormac McCarthy “The Founders: The Story of Paypal and the Entrepreneurs Who Shaped Silicon Valley” by Jimmy Soni Key takeaways from this episode: 00:00 – A look inside what it really takes to rethink computing architecture when speed, not scale, becomes the constraint 13:09 – Why many leaders underestimate how the shift from training to inference is redefining where competitive advantage actually lives 25:27 – The mistake many CROs make when applying legacy software playbooks to markets that require constant recalibration 21:33 – What it really takes to turn AI from a concept into a daily productivity multiplier inside a revenue organization 31:34 – Why most sales organizations quietly accept a broken productivity model and what changes when that assumption is challenged 34:26 – A look inside the evolving role of the AE as a multi-dimensional operator across technical, business, and interpersonal domains 49:41 – Why treating ICP as a static exercise leads to missed growth opportunities in markets that are shifting in real time Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Join Hagay Lupesko, SVP of AI Inference at Cerebras Systems, for a deep dive into the rapidly evolving world of AI inference. Hagay breaks down why inference has overtaken training as the dominant AI workload, how Cerebras' wafer-scale chip architecture delivers 10-20x faster performance than NVIDIA GPUs, and why CUDA is no longer the moat many think it is. He also covers how DeepSeek wiping $600 billion off NVIDIA's market cap in a single day was both a foundational and deeply misunderstood moment for the industry, the growing energy crisis in AI infrastructure, and what it will take to support the explosive rise of AI agents in the enterprise.

Today is Monday, March 23, 2026. Welcome to In Case You Missed It, our weekly five-minute rundown of important channel news stories that might have flown under the radar last week. This episode of In Case You Missed It is brought to you by ESET Canada. ESET's Women in Cybersecurity Scholarship is now open for 2026, with three $5,000 awards available to women pursuing careers in cybersecurity. Applications close April 8. Learn more and apply. On this episode: Bell Canada bets big on AI in Saskatchewan. Bell Canada and the Government of Saskatchewan announced a 300-megawatt AI data center outside Regina — Canada’s largest purpose-built facility, projected to generate up to $12 billion in economic value for the province. Cerebras Systems and CoreWeave are signed on as anchor tenants. For the Canadian channel, the downstream opportunities in connectivity, edge infrastructure, and AI professional services are worth watching, as is the data sovereignty angle of keeping AI compute on Canadian soil. The Globe and Mail’s take on what this signals about Bell’s broader AI strategy. WBM Technologies says buy your RAM now. WBM’s March IT Procurement Update is the most useful thing a Canadian partner has published this month. Every vendor category is listed as constrained. HPE has seen a 24-30% list price increase in March alone. Fortinet is implementing monthly 10% price increases. HP is coming with another 10%+ increase April 1. WBM’s recommendation: buy the RAM and storage you need for the lifetime of the system. Nature magazine is calling it “RAMmageddon.” AWS brings AI agents to partner selling. At its Global Partner Summit, AWS announced AI-powered sales agents in Partner Central, built on Amazon Bedrock AgentCore. Partners can upload meeting notes, auto-update opportunity records, check funding eligibility, and generate draft MAP funding requests. AWS reports 15% higher win rates and 44% faster close times from its solution matching engine. Another signal that vendors are using AI to fix the administrivia of partner selling. Exabeam launches new MSSP commercial framework. Exabeam expanded its APEX Partner Program with two new licensing models for MSSPs: a single pooled multi-tenant option and a federated subscription model. For partners building or scaling MSSP practices, it’s designed to offer more flexibility in packaging and pricing Exabeam’s SIEM and analytics platform. This week on In The Channel: Canadian MSPs plan the lowest pay increases of any region, and that might not be a bad thing (Tuesday) Most MSP contracts wouldn’t survive a courtroom — here’s where to start fixing that (Wednesday) Cisco Canada sees a “perfect storm” driving multi-year infrastructure refresh (Thursday) From NetSuite President’s Club to grain-to-bottle whisky in the Eastern Townships — our first Life After the Channel episode (Friday) Read Full Transcript Welcome to In Case You Missed It from ChannelBuzz.ca. I’m Robert Dutt, editor of ChannelBuzz.ca. Today is Monday, March 23rd, 2026. Let’s get your week started right. This week’s In Case You Missed It is brought to you by ESET Canada. ESET’s Women in Cybersecurity Scholarship is now open for 2026, with three $5,000 awards available to women pursuing careers in cybersecurity. Applications close April 8th. Learn more and apply at eset.com/ca. ESET – protecting progress. The biggest Canadian tech infrastructure story in a while landed last week, and it didn’t come from Toronto or Montreal or Vancouver. Bell Canada announced a partnership with SaskTel and SaskPower to build a 300-megawatt AI data center outside Regina, Saskatchewan. The facility is projected to generate up to $12 billion in economic value for the province, and it’s being positioned as Canada’s largest purpose-built data center. The anchor tenants tell you where this is headed: Cerebras Systems and CoreWeave, two of the biggest names in AI compute infrastructure, are signed on. This isn’t a general-purpose facility — it’s built for the kind of GPU-dense, power-hungry workloads that AI training and inference demand. For the Canadian channel, there are a few things to watch. Local IT providers in Saskatchewan and Western Canada could see downstream opportunities in connectivity, edge infrastructure, and professional services around AI deployments. The data sovereignty angle is real — keeping AI compute on Canadian soil is increasingly a selling point with public sector and regulated-industry customers. And the scale of this investment signals that Canada is becoming a serious destination for AI infrastructure, not just a market that consumes AI services built somewhere else. If you’re quoting hardware right now, you need to see WBM Technologies’ March procurement update. It’s the most useful thing a Canadian partner has published this month, and the message is blunt: They're telling customers to buy the RAM and storage you need to support your systems for the lifetime of that system. Every single vendor category WBM tracks is now listed as constrained. HPE has seen a 24 to 30 percent list price increase in March alone, with quote validity down to just 14 days. Fortinet is implementing monthly 10 percent price increases. Dell expects further adjustments on March 30th. And HP is coming with another minimum 10 percent increase on April 1st. WBM is linking to Nature magazine, which is calling this “RAMmageddon.” If you’ve been following our coverage of the component shortage over the past few weeks, this is the same story, but it’s accelerating. We’ll have a link to the full WBM update in the show notes. It’s worth bookmarking. Two weeks ago on this podcast, we talked about Ingram Micro’s AgenTeq platform and the push to bring agentic AI into the distribution workflow. Now AWS is doing something similar inside Partner Central. At its Global Partner Summit, AWS announced AI-powered sales agents built on Amazon Bedrock AgentCore. Partners can upload meeting notes and have opportunity records auto-updated. The agent flags whether a deal qualifies for AWS funding programs like MAP and can generate draft funding requests pre-filled with deal details. AWS says partners using its solution matching engine are seeing 15 percent higher win rates and 44 percent faster close times. The pattern is becoming clear: vendors are using AI to fix the messy middle of partner selling — the admin, the quoting, the funding applications, the administrivia. Worth watching how quickly this becomes table stakes. And finally, Exabeam launched a new commercial framework for MSSPs last week, offering two licensing models: a single pooled multi-tenant option and a federated subscription model. The idea is to give managed security service providers more flexibility in how they package and price Exabeam’s SIEM and analytics platform for their customers. For partners building or scaling MSSP practices, it’s worth a look. We’ll have a link in the show notes. Those are some of the things we were paying attention to last week.  Big week ahead on In The Channel.  Peter Kujawa from ConnectWise’s Service Leadership practice on why Canadian MSPs are planning the lowest pay increases of any region — and why that might not be a bad thing.  Rob Scott from Monjur on why most MSP contracts wouldn’t survive a courtroom.  Cisco Canada on the perfect storm driving a multi-year infrastructure refresh.  And our very first Life After the Channel episode, with Martin McNicoll, who went from NetSuite President’s Club to making grain-to-bottle whisky in the Eastern Townships.  For ChannelBuzz.ca, I’m Robert Dutt. Have a great week, and I’ll see you in the channel.

Feb 18, 2026: What's Next for AI AcceleratorsAMD's CEO Lisa Su thinks the market for cutting-edge AI chips will be worth $1 trillion annually by 2030 and NVIDIA's CEO Jensen Huang (who happens to be Lisa's cousin once-removed) believes AI infrastructure spend will total $4 trillion during the next five years.If those forecasts are even directionally correct, both AMD and NVIDIA will still have quite an extended growth runway in this red hot semiconductor sector.But are these admittedly self-serving forecasts actually realistic?Or is AI hardware likely to become commoditized and lower-priced during that timeframe?And are there other competitors who might also pose a challenge in this two-horse race?On Wednesday's show, I was joined by Chip Stock Investor founder Nick Rossolillo to describe what lies ahead for both NVIDIA and AMD.We also discussed why Apple is spending significantly on CapEx less than its other Big Tech peers, whether Moore's Law is actually dead, and the role of newcomers like Cerebras Systems and IonQ.#NVIDIA #AMD #semiconductors #AIchips #JensenHuang #LisaSu #chipstocks #datacenter #investing #Broadcom #Apple #TSMC #Cerebras #quantumcomputing #7investing #chipstockinvestor #techinvesting #AIinfrastructure #hyperscalers #GPUvsCPU #waferschale #FormulaOne #poleposition #techanalysis #stockmarket2026

This week in AI and tech: Google removes medical AI overviews after controversy, Anthropic launches Claude for Healthcare, Slackbot becomes a full AI agent, OpenAI signs a $10 billion deal with Cerebras, and Trump announces 25% tariffs on AI chips.⏱️ TIMESTAMPS00:00 Intro00:30 Story #1: Google Pulls Medical AI Overviews04:15 Story #2: Anthropic Launches Claude for Healthcare08:45 Story #3: Slackbot Becomes AI Agent13:20 Story #4: OpenAI's $10B Cerebras Deal18:00 Story #5: Trump's 25% AI Chip Tariff22:30 Final Thoughts

Discover how Cerebras is challenging NVIDIA with a fundamentally different approach to AI hardware and large-scale inference.In this episode of Startup Project, Nataraj sits down with Andrew Feldman, co-founder and CEO of Cerebras Systems, to discuss how the company built a wafer-scale AI chip from first principles. Andrew shares the origin story of Cerebras, why they chose to rethink chip architecture entirely, and how system-level design decisions unlock new performance for modern AI workloads.The conversation explores:Why inference is becoming the dominant cost and performance bottleneck in AIHow Cerebras' wafer-scale architecture overcomes GPU memory and communication limitsWhat it takes to compete with incumbents like NVIDIA and AMD as a new chip companyThe tradeoffs between training and inference at scaleCerebras' product strategy across systems, cloud offerings, and enterprise deploymentsThis episode is a deep dive into AI infrastructure, semiconductor architecture, and system-level design, and is especially relevant for builders, engineers, and leaders thinking about the future of AI compute.

The 5 things you need to know before the stock market opens today: Saks Global is filing for bankruptcy and bringing in a new CEO, Coca-Cola is scrapping plans to sell its Costa Coffee chain, Tesla will only offer its “full self-driving” feature as a monthly subscription, Japanese stocks hit a record high, and AI chip company Cerebras Systems is in talk to raise $1 billion dollars in a new funding round at a $22 billion valuation.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P futures are down (0.2%) and pointing to a slightly lower open today. Asian equities ended mostly higher on Wednesday. Japan's Nikkei surged on election speculation and yen weakness, while Greater China markets traded mix as Chinese authorities moved to raise margin finance ratios, dampening enthusiasm. European markets continue to advance in early trading. Companies Mentioned: Apple, Qualcomm, Genco Shipping, Cerebras Systems

Andrew Feldman, CEO and cofounder of Cerebras Systems, aims to be a rival to Nvidia (NVDA). They build hardware and software that “accelerates AI.” He shows off the “largest chip” in computer history and says its size allows it to be faster than the competition. They are focusing on going public after a recent funding round raised over $1 billion. Clients include IBM, AWS, and the U.S. Department of Defense.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

CommanderAI launched in early 2024 as a customer relationship manager and sales prospecting platform built for waste management — and other industrial services like dumpster rentals and industrial recyclers – to fill that gap.   Also, Silicon Valley-based Cerebras announced it raised a $1.1 billion Series G round on Tuesday that valued the AI hardware company at $8.1 billion. The round was co-led by Fidelity and Atreides Management with participation from Tiger Global, Valor Equity Partners, and 1789 Capital, among others.   Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dans cet épisode, PPC vous partage un de mes moments forts de l'année : le RAISE Summit 2025, qui s'est tenu début juillet au Carrousel du Louvre. Une ambiance électrique, 5000 personnes, et surtout un niveau de conversation rare.Le point culminant ? Un fireside chat intense entre Andrew Feldman, CEO de Cerebras Systems (ceux qui ont construit la plus grande puce au monde) et Eric Schmidt, fondateur de Relativity Space et ancien CEO de Google. La discussion, animée par Henri Delahaye, a tourné autour de la souveraineté, des architectures IA, de l'énergie, et de… l'inférence, ce nouveau champ de bataille.PPC en a tiré trois moments clés, qu'il vous propose de découvrir, suivis de son décryptage personnel. Un épisode dense, technique et engagé. À écouter absolument si vous vous intéressez à l'avenir industriel et stratégique de l'intelligence artificielle.Pour suivre les actualités de ce podcast, abonnez-vous gratuitement à la newsletter écrite avec amour et garantie sans spam https://bonjourppc.substack.com Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Most everyone remembers the tale of David and Goliath, one of the greatest underdog stories. We have seen the story repeat itself in business, across sectors from food and car companies to consumer products and tech. But what about AI? The AI computer chip wars are heating up—on fire actually—as companies attempt to topple the Goliath that Nvidia has become. Our David for this episode is Cerebras Systems, one of the rapidly-growing AI chip powerhouses that has built some of the world's fastest supercomputers. This increase in speed wasn't just a few percent faster either, tests are showing that Cerebras' work came in up to 75 times faster than their competitors. Cerebras CMO, Julie Choi, joins this episode of The Reboot Chronicles Show for an insider's look into how they created the next-gen technology which is driving their record-breaking success. Julie has seen Cerebras through their $700 million in funding, filing to take the company public to raise $1B, and building strategic partnerships with businesses like the Mayo Clinic and the Department of Energy. Now, on a mission to accelerate generative AI by building a new class of AI supercomputer, that could change the course of progress, Julie shares stories about both the nerdy side of chips and the future of technology as this industry hits breakneck speeds around the globe.

On this episode of Christopher Lochhead: Follow Your Different, we have a dialogue with Steve Vassallo, a General Partner at Foundation Capital, to celebrate the firm's 30th anniversary and explore the evolution of venture capital (VC) in Silicon Valley. We discuss the shift of many traditional VC firms from early-stage investments to a more asset management-oriented approach. Steve Vassallo talks about the importance of maintaining a craft-oriented, personalized approach to VC, focusing on product excellence and effective distribution. He also highlights the current trends in AI and blockchain, urging founders to prioritize innovation and core product differentiation in a rapidly changing market. With nearly 18 years at Foundation Capital, Steve shares his unique insights into the changing landscape of venture capital, the importance of maintaining a craft-oriented approach, and the challenges faced by early-stage founders. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. Celebrating 30 Years of Foundation Capital Foundation Capital recently marked its 30th anniversary, a significant milestone in its journey. The firm has launched its 11th fund, a $600 million vehicle aimed at supporting extraordinary founders at the earliest stages of their ventures, particularly in the enterprise sector. Steve Vassallo adds that more than half of their investments focus on early-stage companies, including seed and Series A rounds, with a strong emphasis on technology, particularly in fintech and crypto. Steve Vassallo on the Changing VC Landscape Christopher and Steve Vassallo then discuss the evolution of VC firms, noting that many traditional firms have transformed into asset managers rather than remaining true venture capitalists. Steve points out that the percentage of capital raised by these firms for early-stage investments has dwindled significantly. He estimates that only about 20% of the capital raised by these larger firms is allocated to early-stage investments, with the majority directed towards growth-stage companies. In contrast, Foundation Capital dedicates approximately 70-80% of their recent fund to backing founders at the inception of their ideas. Steve humorously refers to these early-stage entrepreneurs as "pre-founders" or "pre-criminals," highlighting the raw potential and creativity that often characterize this stage of entrepreneurship. The Craft of Venture Capital Their conversation then moves to the notion that venture capital is fundamentally a craft business rather than a scalable factory-like operation. Christopher likens the venture capital process to crafting custom surfboards, where the quality and personal touch of the creator matter significantly. He argues that the best results come from a deep, personalized partnership with founders, rather than a one-size-fits-all approach. Reflecting on his own background in product design, Steve Vassallo adds that he initially believed that the best product would always win in the market. However, he quickly learned that effective distribution often trumps product quality. This realization was humbling for him, as he recognized the critical role that marketing and sales play in a product's success. He stresses that when extraordinary products are paired with exceptional distribution channels, remarkable outcomes can occur. To hear more from Steve Vassallo and the future of Venture Capital, download and listen to this episode. Bio ​Steve Vassallo is a General Partner at Foundation Capital, where he invests at the intersection of design, technology, and business. Since joining the firm in 2007, he has led investments in transformative companies such as Stripe, Sunrun, Cerebras Systems, and Solana. Steve co-leads Foundation's crypto practice and is known for backing product-first founders tackling consequential problems ...

Meet the CEO of Cerebras Systems in the latest installment of our oral history project. We Meet: Cerebras CEO Andrew FeldmanCredits:This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

Hagay Lupesko is the SVP for AI Inference at Cerebras Systems. Subscribe to the Gradient Flow Newsletter

Forbes Assistant Managing Editor Katharine Schwab talks with Cerebras Systems' CEO and cofounder Andrew Feldman about his startup's AI chip, the impact of China's DeepSeek and its implications for the global AI landscape.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

C'est un dessin à la Une de Libération à Paris : on y voit deux robots en train de faire la course, l'un américain, l'autre chinois… et derrière, un petit robot estampillé « France-Union Européenne », chevauché par Emmanuel Macron, qui tente désespérément de rattraper les deux autres…« La chasse à l'intelligence artificielle », titre le journal. « Chefs d'État et gratin mondial de l'IA se réunissent pendant deux jours (à Paris). Face au leadership américano-chinois, la France et l'Europe tentent de rester dans la course et la réguler ».Pour Le Figaro, « l'Europe ne peut pas passer à côté de la révolution de l'intelligence artificielle. Sa survie en dépend ».Le Figaro qui s'interroge : « l'Europe veut-elle se cantonner au rôle de régulateur en rédigeant les codes de la route des technologies conçues ailleurs ? Se contenter d'ériger des garde-fous pendant que d'autres bâtissent des empires ? Ou bien va-t-elle enfin comprendre qu'il est urgent de déverser des milliards et de faire tomber des barrières pour se doter d'infrastructures dignes de ce nom, de favoriser les alliances transfrontalières, de faire émerger ses propres titans technologiques en les aidant massivement, en capitaux et dans l'accès aux données ? Car l'enjeu dépasse largement la seule compétitivité économique, pointe encore Le Figaro : il s'agit d'une question de souveraineté. Un continent qui ne contrôle pas ses outils numériques devient dépendant, vulnérable, tôt ou tard une colonie numérique des puissances de la Silicon Valley ou de Shenzhen… »Un « contexte turbulent et incertain »Le Monde s'interroge : « ces efforts hexagonaux et européens sont-ils trop limités pour exister face aux puissances américaine et chinoise ? “L'exemple de DeepSeek montre qu'il n'y a pas besoin de centaines de milliards de dollars pour développer des IA. Et que, dans l'IA, tout n'est pas joué, répond-on à l'Élysée. Il reste énormément de transformations à venir, et la situation, la force des différents pays et start-up d'IA peuvent encore évoluer très rapidement“ ».Commentaire du Monde : « un optimisme de rigueur dans un contexte des plus turbulents et incertains ».« L'urgence d'une gouvernance mondiale de l'IA », s'exclame Le Soir à Bruxelles. Pour le quotidien belge, « au sommet de Paris, il sera crucial de choisir, collectivement, si l'IA sera un levier d'émancipation ou une menace incontrôlable. Laisser les géants de la tech décider à notre place n'est pas une option ».Macron se met en scène…Le Corriere Della Sera à Rome s'attarde, lui sur la vidéo diffusée samedi par l'Elysée, une vidéo créée grâce à l'intelligence artificielle et qui met en scène Emmanuel Macron… « Les images qui défilent, rigoureusement fausses, montrent un Macron sous diverses facettes, comme personne ne l'a jamais vu, relate le quotidien italien. Macron avec les cheveux longs donnant des conseils de beauté, Macron avec une coiffure des années 80, Macron dans une rave-party, Macron parlant de son amour pour les voitures dans une scène du film OSS117, Macron en rappeur, Macron habillé en femme… Et à la fin de cette vidéo, le président français explique à quoi sert le sommet international qui s'ouvre ce lundi à Paris : “plus sérieusement, dit-il, l'intelligence artificielle peut faire de grandes choses pour la santé, l'énergie et la vie en société. La France et l'Europe doivent être au cœur de cette révolution pour défendre les principes auxquels nous croyons" ».La France moteur européen de l'IA ?D'ailleurs, souligne le Corriere Della Sera, signe que l'Europe n'est pas à la traine : « l'assistant d'intelligence artificielle le plus rapide du monde est européen et s'appelle Le Chat. Il a été conçu par la société française Mistral en partenariat avec le fabricant de puces d'intelligence artificielle Cerebras Systems, soutenu par le conglomérat technologique émirati G42. (…) Et, affirme encore le quotidien italien, ce n'est qu'une des nouveautés qui émergent au sein de l'Union européenne, pour contrer la suprématie américaine en matière d'intelligence artificielle ».Et on revient au Monde à Paris, qui a publié ce week-end une tribune signée Sam Altman, le patron d'OpenAI, qui développe l'outil ChatGPT. Sam Altman affirme que la France est devenue un « centre névralgique de l'IA » sur le Vieux Continent.Pour lui, l'intelligence artificielle est indispensable pour stimuler l'économie. Et « si l'on veut de la croissance, des emplois et du progrès, affirme-t-il, il faut permettre aux innovateurs d'innover, aux bâtisseurs de bâtir et aux développeurs de développer. Le risque de l'inaction est trop grand pour être ignoré, c'est pourquoi le pays qui nous a apporté les Lumières (la France) prend aujourd'hui des mesures pour réussir sa transition vers l'ère de l'intelligence ».

This episode is sponsored by Shopify.  Shopify is a commerce platform that allows anyone to set up an online store and sell their products. Whether you're selling online, on social media, or in person, Shopify has you covered on every base. With Shopify you can sell physical and digital products. You can sell services, memberships, ticketed events, rentals and even classes and lessons.   Sign up for a $1 per month trial period at http://shopify.com/eyeonai In this episode of the Eye on AI podcast, Andrew D. Feldman, Co-Founder and CEO of Cerebras Systems, unveils how Cerebras is disrupting AI inference and high-performance computing.   Andrew joins Craig Smith to discuss the groundbreaking wafer-scale engine, Cerebras' record-breaking inference speeds, and the future of AI in enterprise workflows. From designing the fastest inference platform to simplifying AI deployment with an API-driven cloud service, Cerebras is setting new standards in AI hardware innovation.   We explore the shift from GPUs to custom architectures, the rise of large language models like Llama and GPT, and how AI is driving enterprise transformation. Andrew also dives into the debate over open-source vs. proprietary models, AI's role in climate mitigation, and Cerebras' partnerships with global supercomputing centers and industry leaders.   Discover how Cerebras is shaping the future of AI inference and why speed and scalability are redefining what's possible in computing.   Don't miss this deep dive into AI's next frontier with Andrew Feldman.   Like, subscribe, and hit the notification bell for more episodes! Stay Updated: Craig Smith Twitter: https://twitter.com/craigss Eye on A.I. Twitter: https://twitter.com/EyeOn_AI (00:00) Intro to Andrew Feldman & Cerebras Systems (00:43) The rise of AI inference (03:16) Cerebras' API-powered cloud (04:48) Competing with NVIDIA's CUDA (06:52) The rise of Llama and LLMs (07:40) OpenAI's hardware strategy (10:06) Shifting focus from training to inference (13:28) Open-source vs proprietary AI (15:00) AI's role in enterprise workflows (17:42) Edge computing vs cloud AI (19:08) Edge AI for consumer apps (20:51) Machine-to-machine AI inference (24:20) Managing uncertainty with models (27:24) Impact of U.S.–China export rules (30:29) U.S. innovation policy challenges (33:31) Developing wafer-scale engines (34:45) Cerebras' fast inference service (37:40) Global partnerships in AI (38:14) AI in climate & energy solutions (39:58) Training and inference cycles (41:33) AI training market competition  

Family offices like Maelstrom and Motier Ventures are significantly investing in AI startups, driving innovation and reshaping the tech landscape. Elon Musk's lawsuit against Open AI reveals internal conflicts and strategic decisions, highlighting concerns about the shift from a nonprofit to a for-profit model and broader industry challenges. Elon Musk has expanded his lawsuit against Open AI and Microsoft, alleging monopolistic practices and raising concerns over AI power consolidation and regulatory scrutiny. Microsoft aims to become carbon negative by 2030, investing in direct air capture technology and partnering with RBC and Deep Sky to fund innovative carbon capture projects. JobGet's acquisition of Snagajob aims to create a powerful platform for hourly and frontline workers, leveraging AI tools to enhance job matching and streamline the application process. Elon Musk's AI company, xAI, is raising $6 billion to invest in Nvidia chips, enhancing its AI infrastructure and capabilities, including its chatbot Grok. The integration of AI into daily life has raised significant privacy and safety concerns, prompting FTC Chair Melissa Holyoak to call for an investigation into AI data practices. O2 has introduced Daisy, an AI-powered tool designed to engage telephone scammers in meaningless conversations, developed with cybersecurity expert Jim Browning. The New York State Department of Financial Services has issued new guidance for financial institutions to mitigate cybersecurity risks associated with AI, emphasizing robust risk management frameworks and data quality. Xiaodi Hou, former CEO of TuSimple, is seeking a court order to prevent the company from transferring its U.S. assets to China and has launched a new autonomous trucking startup, Bot Auto. The startup ecosystem saw activity with Klarna filing for a U.S. IPO and PayU planning to go public in 2025, highlighting growth and regulatory challenges in fintech. In 2017, Open AI considered acquiring Cerebras Systems to leverage its AI chip technology but ultimately shifted focus to collaborating with semiconductor firms. Bluesky is gaining traction as a decentralized social network prioritizing user privacy and control, attracting users disillusioned with traditional platforms like X. Cruise, General Motors' autonomous vehicle subsidiary, is addressing safety concerns and regulatory actions following a high-profile incident involving a robotaxi. Lenovo is diversifying its supply chain by establishing new manufacturing facilities outside China, including a significant investment in Saudi Arabia, and capitalizing on the AI PC market.

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing the ongoing machinist strike at Boeing, Amazon's new AI tool for delivery drivers, the DOJ's suggested remedies for the Google antitrust case, and a potential delay in Cerebras Systems' IPO. Then they break down Hindenburg's accusations against Roblox and discuss why its business model is so problematic. Finally, they break down Germany's economic issues and why the country's lack of spending might be the root cause of its problems. For our take on the Tesla robotaxi event and the stock's resulting drawdown, tune in on Thursday.   Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Tesla's quarterly deliveries, a potential CVS breakup, and a venture capital firm's decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but breaks down why he would still invest in the company. Scott and Ed debate about sovereign wealth funds in the Gulf and whether or not the funds make smart investments. Finally, they examine Nike's earnings and break down why Nike's dependence on its brand might have led to its downfall.  Vote for the Prof G Pod at the Signal Awards Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Our 181st episode with a summary and discussion of last week's big AI news! With hosts Andrey Kurenkov and Jeremie Harris Read out our text newsletter and comment on the podcast at https://lastweekin.ai/ If you would like to become a sponsor for the newsletter, podcast, or both, please fill out this form. Email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai In this episode: - Google's AI advancements with Gemini 1.5 models and AI-generated avatars, along with Samsung's lithography progress.  - Microsoft's Inflection usage caps for Pi, new AI inference services by Cerebrus Systems competing with Nvidia.  - Biases in AI, prompt leak attacks, and transparency in models and distributed training optimizations, including the 'distro' optimizer.  - AI regulation discussions including California's SB1047, China's AI safety stance, and new export restrictions impacting Nvidia's AI chips. Timestamps + Links: (00:00:00) Intro / Banter (00:03:08)Response to listener comments / corrections Tools & Apps(00:09:19) Google's custom AI chatbots have arrived (00:12:52) Google releases three new experimental AI models (00:17:14) Google Gemini will let you create AI-generated people again (00:22:32) Five months after Microsoft hired its founders, Inflection adds usage caps to Pi (00:26:42:) Plaud takes a crack at a simpler AI pin Applications & Business(00:30:31) Cerebras Systems throws down gauntlet to Nvidia with launch of ‘world's fastest' AI inference service (00:41:06) Nvidia announces $50 billion stock buyback (00:46:24) OpenAI in talks to raise funding that would value it at more than $100 billion (00:50:44) OpenAI Aims to Release New AI Model, ‘Strawberry,' in Fall (00:52:53) 3 Co-Founders Leave French AI Startup H Amid ‘Operational Differences' (00:57:29) Samsung to Adopt High-NA Lithography Alongside Intel, Ahead of TSMC (01:02:11) Unitree's $16,000 G1 could become the first mainstream humanoid robot Projects & Open Source(01:04:59) Meta leads open-source AI boom, Llama downloads surge 10x year-over-year (01:09:08) A_Preliminary_Report_on_DisTrO. Research & Advancements(01:13:56) Diffusion Models Are Real-Time Game Engines (01:23:18) LLM Defenses Are Not Robust to Multi-Turn Human Jailbreaks Yet (01:32:21) Interviewing AI researchers on automation of AI R&D (01:40:33) Anthropic releases AI model system prompts, winning praise for transparency Policy & Safety(01:47:12) U.S. AI Safety Institute Signs Agreements Regarding AI Safety Research, Testing and Evaluation With Anthropic and OpenAI (01:50:46) China's Views on AI Safety Are Changing—Quickly (01:56:27) Poll: 7 in 10 Californians Support SB1047, Will Blame Governor Newsom for AI-Enabled Catastrophe if He Vetoes (02:01:31) Elon Musk voices support for California bill requiring safety tests on AI models (02:03:55) Chinese Engineers Reportedly Accessing NVIDIA's High-End AI Chips Through Decentralized “GPU Rental Services” (02:08:25) U.S. gov't tightens China restrictions on supercomputer component sales Synthetic Media & Art(02:11:13) Actors Say AI Voice-Over Generator ElevenLabs Cloned Likenesses (02:14:06) Outro

Andy Jassy freut sich über die Reduzierung von 50 Entwicklertagen auf wenige Stunden bei der Upgradezeit für Java-Anwendungen. Warum glaubt Klarna noch weiter sehr viele Leute entlassen zu können? Cerebras Systems hat einen neuen KI-Inferenz-Dienst gestartet, der laut dem Unternehmen 20-mal schneller als vergleichbare cloud-basierte Dienste mit Nvidias leistungsstärksten GPUs ist und deutlich niedrigere Kosten pro Token bietet. Tether, das Unternehmen hinter der gleichnamigen Kryptowährung, investiert angeblich laut WSJ mit Hilfe von Christian Angermayer in scheinbar unverwandte Unternehmen wie Northern Data und BlackRock Neurotech. Werbung: Melde dich jetzt an zum Webinar von LIQID: „Warum Profis auf Venture Capital setzen“ am 7. September um 11 Uhr. Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:09:30) Klarna (00:22:00) Nvidia Friede Freude AI Kuchen (00:35:00) AI Einsatzgebiet Andrew Jessy Amazon Q (00:40:10) Tether (00:44:30) Uber FSD (00:45:20) Yelp (00:47:00) Reddit (00:55:35) Crowdstrike (01:00:45) Salesforce (01:04:00) Birkenstock Shownotes: Klarna: Handelszeitung, Tech.eu, Pips LinkedIn OpenAI Funding: WSJ Cerebras: X, Siliconangel Angermayer Tether: WSJ Uber FSD: Reuters Yelp: The Information

In this episode of Gradient Dissent, Andrew Feldman, CEO of Cerebras Systems, joins host Lukas Biewald to discuss the latest advancements in AI inference technology. They explore Cerebras Systems' groundbreaking new AI inference product, examining how their wafer-scale chips are setting new benchmarks in speed, accuracy, and cost efficiency. Andrew shares insights on the architectural innovations that make this possible and discusses the broader implications for AI workloads in production. This episode provides a comprehensive look at the cutting-edge of AI hardware and its impact on the future of machine learning.✅ *Subscribe to Weights & Biases* → https://bit.ly/45BCkYz

OpenAI has significantly influenced the M&A and IPO markets, with notable acquisitions and rapidly growing revenue. Recently, OpenAI acquired search and analytics startup Rockset and video collaboration startup Multi. These deals mark a shift towards inorganic growth, essential for large tech companies. This quarter, M&A activity has slightly increased with over 430 deals, though still lower than in previous years. Additionally, AI chips startup Cerebras Systems filed for an IPO, reflecting rising interest in AI technologies, which has also seen Nvidia become highly valuable. Investors watch closely as AI companies may drive the re-opening of IPO and M&A markets, potentially leading to awaited returns.Learn more on this news visit us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode, Mark and Shashank are joined by a special guest, Matt from Cerebras Systems. Matt, a key figure at Cerebras and a regular at the South Bay Generative AI Meetup, shares his wealth of knowledge about the cutting-edge advancements in AI hardware. He discusses how Cerebras is revolutionizing the field with their specialized ML training chips, which compete with Nvidia by optimizing for specific machine learning workloads. Tune in to learn about wafer-scale computing, the challenges and innovations in AI hardware, and how Cerebras is poised to lead the future of AI infrastructure.

Join us at our first in-person conference on June 25 all about AI Quality: https://www.aiqualityconference.com/ MLOps Coffee Sessions Special episode with Databricks, Introducing DBRX: The Future of Language Models, fueled by our Premium Brand Partner, Databricks. DBRX is designed to be especially capable of a wide range of tasks and outperforms other open LLMs on standard benchmarks. It also promises to excel at code and math problems, areas where others have struggled. Our panel of experts will get into the technical nuances, potential applications, and implications of DBRx for businesses, developers, and the broader tech community. This session is a great opportunity to hear from insiders about how DBRX's capabilities can benefit you. // Bio Denny Lee - Co-host Denny Lee is a long-time Apache Spark™ and MLflow contributor, Delta Lake maintainer, and a Sr. Staff Developer Advocate at Databricks. A hands-on distributed systems and data sciences engineer with extensive experience developing internet-scale data platforms and predictive analytics systems. He has previously built enterprise DW/BI and big data systems at Microsoft, including Azure Cosmos DB, Project Isotope (HDInsight), and SQL Server. Davis Blalock Davis Blalock is a research scientist and the first employee at MosaicML. He previously worked at PocketSonics (acquired 2013) and completed his PhD at MIT, where he was advised by John Guttag. He received his M.S. from MIT and his B.S. from the University of Virginia. He is a Qualcomm Innovation Fellow, NSF Graduate Research Fellow, and Barry M. Goldwater Scholar. He is also the author of Davis Summarizes Papers, one of the most widely-read machine learning newsletters. Bandish Shah Bandish Shah is an Engineering Manager at MosaicML/Databricks, where he focuses on making generative AI training and inference efficient, fast, and accessible by bridging the gap between deep learning, large-scale distributed systems, and performance computing. Bandish has over a decade of experience building systems for machine learning and enterprise applications. Prior to MosaicML, Bandish held engineering and development roles at SambaNova Systems where he helped develop and ship the first RDU systems from the ground up, and Oracle where he worked as an ASIC engineer for SPARC-based enterprise servers. Abhi Venigalla Abhi is an NLP architect working on helping organizations build their own LLMs using Databricks. Joined as part of the MosaicML team and used to work as a researcher at Cerebras Systems. Ajay Saini Ajay is an engineering manager at Databricks leading the GenAI training platform team. He was one of the early engineers at MosaicML (acquired by Databricks) where he first helped build and launch Composer (an open source deep learning training framework) and afterwards led the development of the MosaicML training platform which enabled customers to train models (such as LLMs) from scratch on their own datasets at scale. Prior to MosaicML, Ajay was co-founder and CEO of Overfit, an online personal training startup (YC S20). Before that, Ajay worked on ML solutions for ransomware detection and data governance at Rubrik. Ajay has both a B.S. and MEng in computer science with a concentration in AI from MIT. // MLOps Jobs board https://mlops.pallet.xyz/jobs // MLOps Swag/Merch https://mlops-community.myshopify.com/ // Related Links Website: https://www.databricks.com/ Databricks DBRX: https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm --------------- ✌️Connect With Us ✌️ ------------- Join our slack community: https://go.mlops.community/slack Follow us on Twitter: @mlopscommunity Sign up for the next meetup: https://go.mlops.community/register Catch all episodes, blogs, newsletters, and more: https://mlops.community/

Nvidia's new Blackwell GPU is HUGE, literally! If you're looking to be an Nvidia AI chip competitor, why not just make physically bigger chips? In this video, we explore the physics and economics behind AI chip design. We'll cover Nvidia's Blackwell packaging secrets, rival Cerebras Systems' wafer-scale chips, and the critical role of fab equipment makers in the race for AI system dominance.

The GPU supply crunch is causing desperation amongst AI teams large and small. Cerebras Systems has an answer, and it's a chip the size of a dinner plate. Andrew Feldman, CEO and Co-founder of Cerebras and previously SeaMicro, joins Sarah Guo and Elad Gil this week on No Priors. They discuss why there might be an alternative to Nvidia, localized models and predictions for the accelerator market. Show Links:  Andrew Feldman - Cerebras CEO & Co-founder | LinkedIn   Cerebras Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @andrewdfeldman Show Notes:  (0:00:00) - Cerebra Systems CEO Discusses AI Supercomputers (0:07:03) - AI Advancement in Architecture and Training (0:16:58) - Future of AI Accelerators and Chip Specialization (0:26:38) - Scaling Open Source Models and Fine-Tuning

Cerebras Systems and G42 unveil Condor Galaxy, the world's largest AI training supercomputer, AI companies commit to safeguards at the request of the White House, Nous.co launches Generative AI to help manage household bills, ETHCC conference highlights Ethereum developments, GitHub's Copilot Chat enters limited public beta, OpenAI's ChatGPT Plus offers custom instructions, Google Messages adopts end-to-end encryption, car owners increasingly dissatisfied with infotainment systems, Games for Change announces winners of 2023 awards, Estée Lauder and Ofcom fall victim to MOVEit hack, Lazarus hackers breach JumpCloud to target cryptocurrency clients.

On this episode, we're joined by Andrew Feldman, Founder and CEO of Cerebras Systems. Andrew and the Cerebras team are responsible for building the largest-ever computer chip and the fastest AI-specific processor in the industry.We discuss:- The advantages of using large chips for AI work.- Cerebras Systems' process for building chips optimized for AI.- Why traditional GPUs aren't the optimal machines for AI work.- Why efficiently distributing computing resources is a significant challenge for AI work.- How much faster Cerebras Systems' machines are than other processors on the market.- Reasons why some ML-specific chip companies fail and what Cerebras does differently.- Unique challenges for chip makers and hardware companies.- Cooling and heat-transfer techniques for Cerebras machines.- How Cerebras approaches building chips that will fit the needs of customers for years to come.- Why the strategic vision for what data to collect for ML needs more discussion.Resources:Andrew Feldman - https://www.linkedin.com/in/andrewdfeldman/Cerebras Systems - https://www.linkedin.com/company/cerebras-systems/Cerebras Systems | Website - https://www.cerebras.net/Thanks for listening to the Gradient Dissent podcast, brought to you by Weights & Biases. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#OCR #DeepLearning #AI #Modeling #ML

Nathan Labenz sits down with Andrew Feldman, CEO and Co-Founder of Cerebras Systems, a company building a new class of computer system for accelerating AI and changing the future of work. Cerebras Systems is the creator of the world's largest chip, at 2.6 trillion transistors. In this episode, they discuss the founding story of Cerebras, the experience of creating the world's largest chip, and the process that goes into chip design and manufacturing for an AI-focused chip.  This episode is the first part of our hardware exploration series focused on the people building at the forefront of hardware applications in AI. LINKS: Cerebras: https://www.cerebras.net/ Book: The Chip War by Chris Miller RECOMMENDED PODCAST: The HR industry is at a crossroads. What will it take to construct the next generation of incredible businesses – and where can people leaders have the most business impact? Hosts Nolan Church and Kelli Dragovich have been through it all, the highs and the lows – IPOs, layoffs, executive turnover, board meetings, culture changes, and more. With a lineup of industry vets and experts, Nolan and Kelli break down the nitty-gritty details, trade offs, and dynamics of constructing high performing companies. Through unfiltered conversations that can only happen between seasoned practitioners, Kelli and Nolan dive deep into the kind of leadership-level strategy that often happens behind closed doors. Check out the first episode with the architect of Netflix's culture deck Patty McCord. https://link.chtbl.com/hrheretics PODCAST RECOMMENDATION: The AI Breakdown: https://pod.link/1680633614 As anyone in AI knows, the pace of progress of new releases is relentless. The AI Breakdown is a daily podcast (10-20min long) that helps us ensure we don't miss anything important by curating news and analysis. TIMESTAMPS (00:00) Preview (04:27) Andrew's story of creating the world's largest chip and Cerebras (07:19) What is a chip? (08:14) The diversity of chips and what they can accomplish (09:47) What is it like to design a 2.5 trillion transistor chip? (12:41) The founding story of Cerebras and building the team (14:20) Sponsor: Omneky (23:00) What was the hardest part about building the company? (26:11) What happens after designing the chip's blueprint? (27:29) The tradeoffs needed in chipmaking  (34:08) The comparison between chips and neural networks (38:31) The generalization vs specialization of a chip  (40:11) Sparse compute vs dense compute (43:55) Ghost in the machine (46:54) Supply chain challenges of the Cerebras chip (54:59) The future for chips (58:19) Building chip clusters (58:57) The Cerebras business model (01:00:41) Building a chip cluster vs using a Cerebras chip (01:02:57) Giant chips on the edge (01:05:32) What is the edge?  (01:08:04) Andrew's favorite AI products (01:10:08) Would Andrew get a Neuralink implant? (01:14:16) Consciousness and chips (01:17:50) AI hopes and fears TWITTER: @CogRev_Podcast @andrewdfeldman (Andrew) @labenz (Nathan) @eriktorenberg (Erik) Thank you Omneky for sponsoring The Cognitive Revolution. Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work, customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off. Music Credit: MusicLM More show notes and reading material released in our Substack: https://cognitiverevolution.substack.com

What does it take to solve an intimidating problem that many feel is unsolvable?  Andrew Feldman, Co-founder and CEO of Cerebras Systems, can tell you, because he and his team engineered an unprecedented technological breakthrough. They set out to build a new class of computer system to accelerate Artificial Intelligence work. In the end, they built the fastest AI accelerator, based on the largest processor in the industry.  Tune in to hear his story, his thoughts on building and selling companies, and his career advice for aspiring founders. Enjoy this episode.   Main Takeaways: - Pioneering Solutions to Big Problems: Andrew explains his love of tackling big problems where there “isn't a safety net” and his love of “fearless engineering.” He shares his experience searching for a solution that many thought couldn't be found.  - Artificial Intelligence: Andrew discusses his thoughts on AI, how it could be used for extraordinary good and how it will permeate every facet of our lives moving forward. - Building and Selling Companies: Andrew discusses his experience building, leading and selling companies, diving into his decision making process for when to sell. - Advice for Aspiring Entrepreneurs: Andrew provides advice for aspiring entrepreneurs and also dives into the mistakes that he has made along the way. He stresses the need to focus on the customer, to build trust within your team and to build the right professional network. Key Quotes: In my experience, these aren't sitting on a park bench with an idea arriving like a child from Zeus's head fully formed, right? That's not the way they come. You articulate a problem….What choices are available to you to solve this?  You have to decide in your career what sort of problems you're going to attack. And you have to decide if you're more afraid of failing in pursuit of a really interesting big problem or succeeding at a mediocre problem. I think like every technology, [AI] has the opportunity for tremendous good and tremendous evil, both. I'd say the same for nuclear power. I'd say the same for, you know, any number of monstrous technologies. It is that their very power can be used for good or for bad. And I think that the technologies in AI can be used for evil and the exact same technology can be used for such good, it's extraordinary. And so the challenge is on us to manage it. I think it's a tremendous mistake to build a company to sell it. I think it's a tremendous mistake to have a religious view that you have to go public. You are using other people's money in what we do. You are building a company in partnership with people who are lending you part of their career, and you're the steward of that. I think one of the things young people should think about is they see resumes and they see LinkedIn links and it's success, lots of bullets, another success, lots of bullets. I think you can just ignore all that because nobody puts up their failures. You know, bad idea, six months wasted on a bad idea, millions of dollars destroyed because of arrogance, right? Nobody puts that on their LinkedIn. And so you get this, sort of like the Instagram version of a career, perfect angles, perfect lighting filters done properly. But that's not really the way careers went. 

Have suggestions for future podcast guests (or other feedback)? Let us know here!In episode 42 of The Gradient Podcast, Daniel Bashir speaks to Andrew Feldman.Andrew is the co-founder and CEO of Cerebras Systems, an AI accelerator company that has built the largest processor in the industry. Before Cerebras, Andrew co-founded and served as CEO of SeaMicro, which was acquired by AMD in 2012. He has also served in executive positions at Force10 Networks and RiverStone Networks.Subscribe to The Gradient Podcast:  Apple Podcasts  | Spotify | Pocket Casts | RSSFollow The Gradient on TwitterOutline:(00:00) Intro(02:05) Andrew's trajectory, from business school to Cerebras(10:00) The large model problem and Cerebras' approach(19:50) Cerebras's GPT-J announcement(22:20) Andrew explains weight streaming to Daniel(32:30) Andrew's thoughts on the MLPerf benchmark(38:20) The venture landscape for AI accelerator companies(42:50) The hardware lottery, hardware support for sparsity(45:40) The CHIPS Act, NVIDIA China ban and the accelerator industry(48:00) Politics and Chips, US and China(52:20) Andrew's perspective on tackling difficult problems(56:42) OutroLinks:Cerebras' HomepageGPT-J AnnouncementTotalEnergiesGlaxoSmithKline (GSK)Sources mentioned“Political Chips” by Ben Thompson (because Daniel's a fanboy)Daniel's conversation with Sara HookerThe Hardware Lottery Get full access to The Gradient at thegradientpub.substack.com/subscribe

Jean-luc Chatelain, Applied Intelligence CTO, talks with Andrew Feldman, Founder and CEO of Cerebras Systems about transformers, massive models and the future of AI. They discuss how we are moving from a world of a large amount of models to fewer more powerful models known as transformers. Hear what they think this means for the future of AI.

Top threats of 2022, Corel acquires Awingu, Cerebras Systems on AI compute in the cloud, and more. Cloud Security Alliance's top threats of 2022 Microsoft 365 function leaves SharePoint, OneDrive files open to ransomware attacks Cisco Live announcement about AppDynamics Ransomware gang creates a site for employees to search for their stolen data Corel acquires Awingu Cerebras Systems Founder and CEO Andrew Feldman on high-performance AI Compute in the cloud  Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Andrew Feldman Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: CDW.com/IntelClient nureva.com linode.com/twiet

Top threats of 2022, Corel acquires Awingu, Cerebras Systems on AI compute in the cloud, and more. Cloud Security Alliance's top threats of 2022 Microsoft 365 function leaves SharePoint, OneDrive files open to ransomware attacks Cisco Live announcement about AppDynamics Ransomware gang creates a site for employees to search for their stolen data Corel acquires Awingu Cerebras Systems Founder and CEO Andrew Feldman on high-performance AI Compute in the cloud  Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Andrew Feldman Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: CDW.com/IntelClient nureva.com linode.com/twiet

Top threats of 2022, Corel acquires Awingu, Cerebras Systems on AI compute in the cloud, and more. Cloud Security Alliance's top threats of 2022 Microsoft 365 function leaves SharePoint, OneDrive files open to ransomware attacks Cisco Live announcement about AppDynamics Ransomware gang creates a site for employees to search for their stolen data Corel acquires Awingu Cerebras Systems Founder and CEO Andrew Feldman on high-performance AI Compute in the cloud  Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Andrew Feldman Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: CDW.com/IntelClient nureva.com linode.com/twiet

Top threats of 2022, Corel acquires Awingu, Cerebras Systems on AI compute in the cloud, and more. Cloud Security Alliance's top threats of 2022 Microsoft 365 function leaves SharePoint, OneDrive files open to ransomware attacks Cisco Live announcement about AppDynamics Ransomware gang creates a site for employees to search for their stolen data Corel acquires Awingu Cerebras Systems Founder and CEO Andrew Feldman on high-performance AI Compute in the cloud  Hosts: Louis Maresca, Brian Chee, and Curt Franklin Guest: Andrew Feldman Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: CDW.com/IntelClient nureva.com linode.com/twiet

Vitaliy Chiley is a Machine Learning Research Engineer at the next-generation computing hardware company Cerebras Systems. We spoke about how DL workloads including sparse workloads can run faster on Cerebras hardware. [00:00:00] Housekeeping [00:01:08] Preamble [00:01:50] Vitaliy Chiley Introduction [00:03:11] Cerebrus architecture [00:08:12] Memory management and FLOP utilisation [00:18:01] Centralised vs decentralised compute architecture [00:21:12] Sparsity [00:23:47] Does Sparse NN imply Heterogeneous compute? [00:29:21] Cost of distributed memory stores? [00:31:01] Activation vs weight sparsity [00:37:52] What constitutes a dead weight to be pruned? [00:39:02] Is it still a saving if we have to choose between weight and activation sparsity? [00:41:02] Cerebras is a cool place to work [00:44:05] What is sparsity? Why do we need to start dense? [00:46:36] Evolutionary algorithms on Cerebras? [00:47:57] How can we start sparse? Google RIGL [00:51:44] Inductive priors, why do we need them if we can start sparse? [00:56:02] Why anthropomorphise inductive priors? [01:02:13] Could Cerebras run a cyclic computational graph? [01:03:16] Are NNs locality sensitive hashing tables? References; Rigging the Lottery: Making All Tickets Winners [RIGL] https://arxiv.org/pdf/1911.11134.pdf [D] DanNet, the CUDA CNN of Dan Ciresan in Jurgen Schmidhuber's team, won 4 image recognition challenges prior to AlexNet https://www.reddit.com/r/MachineLearning/comments/dwnuwh/d_dannet_the_cuda_cnn_of_dan_ciresan_in_jurgen/ A Spline Theory of Deep Learning [Balestriero] https://proceedings.mlr.press/v80/balestriero18b.html

EPISODE NOTESWiDS Executive Director Margot Gerritsen welcomes her new co-host, Cindy Orozco, in a wide-ranging conversation about their career paths and valuable learnings along the way. Cindy is thrilled to be joining as podcast co-host and believes that showcasing women at all stages of their careers shows that we “share the same fears or experiences every day. It's just that some of us have been on the path a little bit longer than others.” Cindy is an applied mathematician who is currently working as a machine learning solutions engineer at Cerebras Systems. Originally from Colombia, she loved applied math, and did a master's in civil engineering and mathematics from King Abdullah University of Science and Technology (KAUST), in Saudi Arabia, and a PhD in Computational and Mathematical Engineering from ICME at Stanford. She met Margot at Stanford and has been contributing to WiDS for many years at conferences, workshops and datathons.After answering some questions about herself, Cindy stepped right into her co-host role to interview Margot. A native of the Netherlands, Margot said her career path was similar to Cindy's as she started in math, got excited about applied math, and decided to study fluid mechanics. After getting her PhD at Stanford, she became a professor at the University of Auckland in New Zealand and then returned to Stanford where she has been a professor for 20 years. During this time, she has been an accomplished researcher, professor, mentor, and leader in the School of Earth, Energy & Environmental Sciences, the Institute for Computational & Mathematical Engineering (ICME), and Women in Data Science (WiDS).When asked how she managed to juggle all of these things, Margot said she learned to not worry about making mistakes or striving for perfection, saying, “80% is perfect”, adding “I always felt I can't have it all. So you make choices, and there's always something that's got to give.” Cindy agreed that the busier she is, the better she manages her time, and when you have many balls in the air, often what you learn in one area can help you solve problems in another. In discussing the “imposter syndrome”, Margot said she had often felt like an imposter, and soon discovered this was a common feeling among students and faculty at Stanford. And it's even stronger when you stand out, like a woman in STEM. It puts an extra burden on you to succeed to set the example for those who come after you. The pace of research in AI and deep learning contributes to feeling like an imposter. People publish very quickly and it's hard to understand what really good solid research is and what is just an idea. It gives people this sense that they're not on top. They forget the purpose of school is creating a lifelong interest in learning. “There's a lot of failure on the way to success. My favorite definition of an expert is somebody who's made every possible mistake.”RELATED LINKSConnect with Cindy Orozco on LinkedIN Find out more about Cerebras SystemsConnect with Margot Gerritsen on Twitter (@margootjeg) and LinkedInFind out more about Margot on her Stanford Profile

Innovators don't see limitations – they see challenges. And that's exactly what happened when Andrew Feldman and his team at Cerebras Systems were told that it was impossible to build a computer chip that could deliver the same performance as hundreds of graphics processing units. They tackled that challenge head-on, and have created the CS-2, the fastest AI computer in existence. This mega-sized chip is being used to tackle the world's most pressing problems. None of this would have been possible without a bit of audacity and what Andrew calls “fearless engineering”. Dive into the thought process of a status-quo challenger on this episode of IT Visionaries. Tune in to learn: What is Cerebras doing that others can't? (0:23)What is the difference between a regular computer and an “AI” computer? (2:34)How does a bigger chip make a difference? (6:55)How do our work habits affect tech? (8:48)What is the mindset of someone who tackles unsolvable problems? (13:34)How is AI shifting the way we approach healthcare? (14:30)How is creating new hardware similar to raising a baby? (21:05)Why does a faster computer change everything? (23:21)Will Cerebras ever try to go even faster? (27:43)IT Visionaries is brought to you by Salesforce Platform. If you love the thought leadership on this podcast, Salesforce has even more meaty IT thoughts to chew on. Take your company to the next level with in-depth research and trends right in your inbox. Subscribe to a newsletter tailored to your role at Salesforce.com/newsletter.Mission.org is a media studio producing content for world-class clients. Learn more at mission.org.

Michael chats with Andrew Feldman, co-founder and CEO of Cerebras Systems, about the role of AI in transforming health care. The team at Cerebras includes computer architects, system engineers, software engineers, and ML researchers who design and build systems to accelerate AI in multiple industries, including health care. Feldman is an entrepreneur dedicated to pushing boundaries in the compute space, and his experience in bringing innovative AI solutions to health care is reflected in his work with industry leaders such as GlaxoSmithKline, AstraZeneca, and Argonne National Laboratories. The role of AI in health care and life sciences is becoming more prominent than ever, he asserts, by leading to efficiencies that just years ago would have been unheard of—and thrusting health care into a new age of possibilities. This episode is sponsored by Cerebras Systems, www.cerebras.net.

Even though there are currently no truly self-driving cars on the market, autonomous vehicles are on the way to the future. https://www.cnet.com/roadshow/news/mercedes-benz-drive-pilot-hands-free-driving-traffic-jam-assist/ Cerebras Systems, the San Jose, California-based startup that makes computers for processing deep learning algorithms and other large-scale scientific computing tasks, announced Wednesday morning that it has sold its first "CS-2" computer to TotalEnergies , the 98-year-old Paris-based energy exploration and production company. https://www.zdnet.com/article/ai-computer-maker-cerebras-nabs-totalenergies-se-as-first-energy-sector-customer/ "Would you like to sign in with the palm of your hand? https://www.nytimes.com/2022/02/28/technology/whole-foods-amazon-automation.html When assessing their current level of comfort, only 29% of respondents said they would be comfortable driving automatically in their own fully autonomous vehicle in the future. https://www.theautochannel.com/news/2022/03/03/1113702-survey-says-consumers-arent-comfortable-with-fully-autonomous-vehicles.html In collaboration with AIM, Cedars-Sinai has developed several key programs in which artificial intelligence is increasingly used. https://hitconsultant.net/2022/03/01/cedars-sinai-establishes-artificial-intelligence-in-medicine-division/ Visit www.integratedaisolutions.com

Podcast jest dostępny także w formie newslettera: https://ainewsletter.integratedaisolutions.com/ Nawet jeśli na rynku nie ma obecnie prawdziwych autonomicznych samochodów, pojazdy autonomiczne wkraczają w przyszłość. https://www.cnet.com/roadshow/news/mercedes-benz-drive-pilot-hands-free-driving-traffic-jam-assist/ Cerebras Systems, startup z siedzibą w San Jose w Kalifornii, który produkuje komputery przeznaczone do przetwarzania algorytmów głębokiego uczenia i innych zadań obliczeniowych na dużą skalę, ogłosił w środę rano, że sprzedał swój pierwszy komputer „CS-2” firmie TotalEnergies, 98-letniemu -stara, paryska firma zajmująca się poszukiwaniem i produkcją energii. https://www.zdnet.com/article/ai-computer-maker-cerebras-nabs-totalenergies-se-as-first-energy-sector-customer/ „Chcesz się zalogować za pomocą dłoni?” https://www.nytimes.com/2022/02/28/technology/whole-foods-amazon-automation.html Oceniając ich obecny poziom komfortu, tylko 29% respondentów stwierdziło, że w przyszłości czułoby się komfortowo, gdyby automatycznie jeździli własnym, w pełni autonomicznym pojazdem. https://www.theautochannel.com/news/2022/03/03/1113702-survey-says-consumers-arent-comfortable-with-fully-autonomous-vehicles.html W połączeniu z AIM, Cedars-Sinai opracował kilka kluczowych programów, w których w coraz większym stopniu wykorzystuje się sztuczną inteligencję. https://hitconsultant.net/2022/03/01/cedars-sinai-establishes-artificial-intelligence-in-medicine-division/ Odwiedź www.integratedaisolutions.com

Auch wenn es derzeit keine wirklich selbstfahrenden Autos auf dem Markt gibt, sind autonome Fahrzeuge auf dem Weg in die Zukunft. https://www.cnet.com/roadshow/news/mercedes-benz-drive-pilot-hands-free-driving-traffic-jam-assist/ Cerebras Systems, das in San Jose, Kalifornien, ansässige Startup, das Computer für die Verarbeitung von Deep-Learning-Algorithmen und anderen groß angelegten wissenschaftlichen Rechenaufgaben herstellt, gab am Mittwochmorgen bekannt, dass es seinen ersten „CS-2“-Computer an TotalEnergies, den 98-Jährigen, verkauft hat -altes, in Paris ansässiges Energieexplorations- und Produktionsunternehmen. https://www.zdnet.com/article/ai-computer-maker-cerebras-nabs-totalenergies-se-as-first-energy-sector-customer/ „Möchten Sie sich mit Ihrer Handfläche anmelden?“ https://www.nytimes.com/2022/02/28/technology/whole-foods-amazon-automation.html Bei der Bewertung ihres aktuellen Komfortniveaus gaben nur 29 % der Befragten an, dass sie sich wohl fühlen würden, wenn sie in Zukunft in ihrem eigenen vollautonomen Fahrzeug automatisch fahren würden. https://www.theautochannel.com/news/2022/03/03/1113702-survey-says-consumers-arent-comfortable-with-fully-autonomous-vehicles.html In Zusammenarbeit mit AIM hat Cedars-Sinai mehrere Schlüsselprogramme entwickelt, in denen künstliche Intelligenz zunehmend eingesetzt wird. https://hitconsultant.net/2022/03/01/cedars-sinai-establishes-artificial-intelligence-in-medicine-division/ Visit www.integratedaisolutions.com

It's a bird, it's a plane, it's the largest AI processor ever made!  In this week's Fish Fry podcast, Andy Hock (Cerebras Systems) joins me to chat about the largest AI processor ever made -  the 7 nm wafer scale engine 2, the details of their brain-scale AI training, and how Cerebras Systems is democratizing access to high performance AI computation. Also this week, I check out a new kickstarter campaign called the SPORTSMATE 5: the world's first and lightest portable wearable robotic exoskeleton that aims to alter the way we interact with the world by applying exoskeletons to daily life.   

Demand for AI compute is growing faster than conventional systems architecture can match, so companies like Cerebras Systems are building massive special-purpose processing units. In this episode, Andy Hock, VP of Product for Cerebras Systems, joins Frederic Van Haren and Stephen Foskett to discuss this new class of hardware. The Cerebras Wafer-Scale Engine (WSE-2) has 850,000 processors on a single chip the size of a dinner plate, along with 40 GB of SRAM and supporting interconnects. But Cerebras also has a software stack that integrates with standard ML frameworks like PyTorch and TensorFlow. Although the trillion-parameter model is a real need for certain applications, platforms need to be flexible to support both massive-scale and more mainstream workloads, and this is a focus for Cerebras as well. Three Questions Frederic's Question: How small can ML get? Will we have ML-powered household appliances? Toys? Disposable devices? Stephen's Question: Will we ever see a Hollywood-style “artificial mind” like Mr. Data or other characters? Leon Adato, host of the Technically Religious Podcast: I'm curious, what responsibility do you think IT folks have to insure the things that we build are ethical? Guests and Hosts Andy Hock, VP of Product at Cerebras Systems. Connect with Andy on LinkedIn. Follow Cerebras Systems on Twitter at @CerebrasSystems. Frederic Van Haren, Founder at HighFens Inc., Consultancy & Services. Connect with Frederic on Highfens.com or on Twitter at @FredericVHaren. Stephen Foskett, Publisher of Gestalt IT and Organizer of Tech Field Day. Find Stephen's writing at GestaltIT.com and on Twitter at @SFoskett. Date: 10/19/2021 Tags: @CerebrasSystems, @SFoskett, @FredericVHaren

Andrew Feldman, one of the founders and CEO of Cerebras Systems, talks about the company's wafer-scale computer chip optimized for machine learning and about the network of chips that company has built that has as much computing power as a human brain.

Andrew Feldman, whose company Cerebras Systems makes the world's largest computer chip to accelerate grand artificial-intelligence applications ranging from drug discovery to new-materials research, discusses what it takes to launch a generational company, and where the biggest entrepreneurial opportunities lie as the AI revolution unfolds across society.   In conversation with Eclipse Ventures' Kushagra Vaid, Andrew shares his experience with taking on mission-impossible challenges and explains that deep-tech builders would do better to fail in the pursuit of doing something extraordinary rather than thinking incrementally.   More info: Cerebras Systems IEEE Spectrum – Cerebras' New Monster AI Chip Adds 1.4 Trillion Transistors Eclipse Ventures

In this episode, Marcus Edwardes speaks to Tom Case. Tom is the head of Talent at Cerebras Systems, a computer systems company, building a new type of computer optimized for AI work,  hosting contains the world's largest computer chip.Tom has an Executive search background that began in an agency, went to Facebook, and worked at Intel Capital as Talent Partner before joining Cerebras.Tune in to listen to Tom sharing his passion for Start-Up recruiting and the nuances that make it such a giant leap from his Talent Partner role, where he was serving start-ups on a much more ad-hoc basis. Tom shares experiences working in different roles and how to establish a working recruitment team that benefits both the company and the employees. He also gives tips on building a talent strategy, how to bring in a new team, why diversity and inclusion are important for startups, and other informative topics.[02:01] What Tom is most passionate about as a recruiter[04:54] Working as a Talent Partner[05:55] Should companies pay more attention to a working talent strategy?[06:57] Perception on talent strategy as a roadmap[11:25] Establishing a recruiting team[16:30] Recruiting process and organization's culture[21:18] Appreciating employees[23:25] Flat structure vs. Management structure[24:26] How management helps people improve[25:21] Diversity and inclusion for startups[29:30] Key challenges when raiding the number of employees[32:55] Bringing in new people into the organization[38:08] Figuring out what to take to the market as recruiters Notable QuotesStartups don't have many resources. They need to double down to the single one or two things that move the company forwardIf you build a recruiting team, you have to get the right people to do that.If you are bringing in managers, you gonna make sure you're bringing the right ones. And you gonna make sure that people see the value in going from flat to management structure.The more diversity you have, the more diversity you recruit.Sometimes, it's like we only hire the most exceptional people. But it's not true. There are not many exceptional people, and when you get one, they move your company 10x more than anybody else.Connect with TomLinkedIn https://www.linkedin.com/in/tom-case-81b8504/Cerebras Systems Website https://cerebras.net/

Understanding intent represents a major milestone in the world of Artificial Intelligence. The practice of ascertaining a person's intent (or that of a machine, frankly) is similar to the long-standing discipline of predictive analytics, but it's arguably a deeper view into the psyche (or inner workings). This is just another way in which AI is transforming business. Check out this episode of DM Radio to hear host @eric_kavanagh interview several experts, including Andrew Feldman of Cerebras Systems, Chris Nicholson of Pathmind, and a special guest!

Andrew Feldman is the co-founder and CEO of Cerebras Systems which is a computer systems company dedicated to accelerating deep learning. The company has raised so far $200 million from top tier investors like Benchmark, Foundation Capital, and Altimer Capital. Prior to this, Andrew Feldman cofounded SeaMicro (acquired by AMD for $355M) and Riverstone Networks (acquired by YAGO for $280M).