Cerebras says it will work with everyone in AI hardware except NVIDIA

The strategy is defined by a single exclusion. Speaking at the Bloomberg Tech conference on Wednesday, Cerebras chief executive Andrew Feldman said the AI chipmaker is working with every major hardware maker in the industry apart from one: NVIDIA. The line was not a complaint. It was the pitch.

Feldman’s argument is that the buyers who matter want an alternative to a single dominant supplier, and that Cerebras can be the connective layer for everyone assembling an AI stack out of other parts. If a customer is building with AMD, with cloud providers, with custom silicon, with open models or specialised accelerators, Cerebras wants to be in the conversation.

The company is positioning itself as the option for buyers who have decided that depending on one vendor for the most expensive line in the budget is itself a risk.T

hat framing is careful about what it does not say. Feldman’s...

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