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Cerebras CEO Says Capacity Is Largest Constraint Right Now

Cerebras shares plunged after the company gave an annual sales forecast that disappointed investors who were expecting the company to carve out a bigger slice of the AI data center market. Cerebras CEO Andrew Feldman joins Ed Ludlow to discuss the results and what’s next for the company on “Bloomberg Tech.” ——– Like this video?…

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Cerebras shares plunged after the company gave an annual sales forecast that disappointed investors who were expecting the company to carve out a bigger slice of the AI data center market. Cerebras CEO Andrew Feldman joins Ed Ludlow to discuss the results and what’s next for the company on “Bloomberg Tech.”
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3 Comments

3 Comments

  1. @kalistomanor7752

    June 24, 2026 at 5:07 pm

    such a desaster ceo. someone should teach him how to speak and confidence.

    • @bstewartny

      June 24, 2026 at 8:15 pm

      right? where did he come from? I suppose he’s the founder/scientist?

  2. @blacksheepcat

    June 24, 2026 at 6:32 pm

    their margin structure is already messed up, which is very different from Nvidia. Also, they have a very loose lock-up for the execs so they will soon sell their shares, meaning they don’t believe in what they do. The time will tell but in a few months, their stock price will be shit

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Meta’s Zuckerberg strains to assuage investor worries on AI bet

Meta gave a disappointing revenue forecast for the current quarter, intensifying investor concerns that the social media giant isn’t swiftly benefiting from its massive outlay on artificial intelligence. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed…

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Meta gave a disappointing revenue forecast for the current quarter, intensifying investor concerns that the social media giant isn’t swiftly benefiting from its massive outlay on artificial intelligence. Ed Ludlow reports.
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Apple tumbled in late trading after component shortages weighed on the company’s sales forecast. Ed Ludlow breaks down the company’s Q2 earnings.
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Anthropic Hack Adds To Fears Over AI Safety

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Anthropic says its AI models were involved in a hack, days after OpenAI made a similar disclosure. Does AI have a safety problem? Bloomberg’s Jordan Robertson explains.
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