Cerebras Systems CEO and co-founder Andrew Feldman will speak at TechCrunch Disrupt 2026 to discuss whether AI can keep scaling amid mounting compute and infrastructure constraints. Founded in 2015, Cerebras has challenged conventional chip architectures by developing wafer-scale computing systems designed specifically for demanding artificial intelligence workloads.
To meet surging industry demand, Cerebras raised $5.5 billion in its May IPO and secured a multiyear agreement with OpenAI to deploy 750 megawatts of systems from 2026 through 2028. The company also introduced its CS-4 wafer-scale infrastructure in August, while expanding its data center and manufacturing capacities globally to support upcoming workloads.
Addressing the broader physical limitations of artificial intelligence growth, Cerebras reported more than 600 megawatts of data center capacity live or under contract by the end of 2027. The company is simultaneously increasing its manufacturing capacity tenfold during 2026 and expanding its footprint into Europe to handle heavy compute requirements.
This discussion matters because it highlights how hardware innovators are tackling the massive energy, compute, and infrastructure bottlenecks threatening the future limits of artificial intelligence scaling.