Cerebras scales supply chain: 600MW data center capacity under contract, 10x manufacturing boost planned
Sethwinterroth · x · 2026-08-17
Cerebras CEO Andrew Feldman discussed with Bloomberg the company's massive scaling efforts across the supply chain this year:
- Data Centers: Over 600MW live or under contract, with gigawatts more in the pipeline.
- Manufacturing: Expanded partnerships with Flex, Sanmina, and Rocket EMS, targeting a more than 10x increase in manufacturing capacity by 2026.
- Wafers: TSMC is scaling capacity with them.
Feldman emphasized the strategy of adding more chips, manufacturing capacity, and data centers to meet demand.
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