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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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Bloomberg’s Annabelle Droulers breaks down what investors can learn from Anthropic’s S1 filing, which provides audited figures on the company’s financial fundamentals. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get the latest in tech from Silicon Valley and…

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Bloomberg’s Annabelle Droulers breaks down what investors can learn from Anthropic’s S1 filing, which provides audited figures on the company’s financial fundamentals.
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Anduril Industries and Qualcomm are producing laptops designed and assembled in the US, called BlueChip, to supply critical industries. Ed Ludlow has more on “Bloomberg Open Interest.”
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SoFi CEO Anthony Noto says the company’s growth shows it’s better able to handle economic uncertainty. The fintech firm raised its full-year net revenue guidance to about $5.04 billion and saw demand for its lending products grow. Noto joins Ed Ludlow on “Bloomberg Tech.”
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