Cerebras Founder Breaks Down AI Chip Supply Chain and Inference Migration
mattturck · x · 2026-08-05
Cerebras founder Andrew Feldman joined TheMAD Podcast for an in-depth discussion on how the AI chip industry operates.
The interview covers everything from basic wafer manufacturing to why inference workloads can be quickly and easily migrated across various hardware types like GPUs, TPUs, and Cerebras WSE. Feldman also detailed the biggest bottlenecks in the AI supply chain today, highlighting shortages in HBM, CoWoS packaging, and 3nm process capacity.
More from Infra
- RestoreKV: Recovering Performance Under Aggressive KV Cache Eviction — Changwoo Baek · 2026-08-05
- Samsung and SK Hynix Evaluate Chinese Chipmaking Equipment to Hedge Export Controls — pstAsiatech · 2026-08-05
- Anthropic Confirms In-House Chip Team to Custom Hardware for Claude — kimmonismus · 2026-08-05
- celld: An Open-Source Self-Hosted Distributed DO Implementation — jakedahn · 2026-08-05
- NVIDIA DGX Spark Price Surges to 8,000 Euros in Europe — Afraid-Yoghurt6731 · 2026-08-05
- Google Joins HBF Consortium: TPU Could Get 10x HBM Capacity at Lower Cost — BenBajarin · 2026-08-05