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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 Technology

AI Chip Giants TSMC and SK Hynix Pull in Different Directions

TSMC soared while SK Hynix tumbled — why are are the two essential AI chip firms pulling in different directions? Tom Mackenzie explains. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get the latest in tech…

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TSMC soared while SK Hynix tumbled — why are are the two essential AI chip firms pulling in different directions?

Tom Mackenzie explains.
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Lucid shares slide as EV maker hires restructuring adviser

Lucid Motors is working with restructuring advisers to turn around its struggling business, while dismissing rumors that it’s considering bankruptcy as “completely false.” Consultant AlixPartners has been engaged to examine all aspects of Lucid’s operations. The carmaker is aiming to optimize its business, cut costs and ensure that the rollout of a new mid-size vehicle…

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Lucid Motors is working with restructuring advisers to turn around its struggling business, while dismissing rumors that it’s considering bankruptcy as “completely false.”

Consultant AlixPartners has been engaged to examine all aspects of Lucid’s operations. The carmaker is aiming to optimize its business, cut costs and ensure that the rollout of a new mid-size vehicle is successful

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Bloomberg Technology

Palantir Co-Founder Joe Lonsdale on the AI Investment Boom

AI is fueling a new era of venture investing. Joe Lonsdale, managing partner at 8VC and co-founder of Palantir, discusses the firm’s record $1.5 billion fund, why startup rounds are getting bigger, and where he’s placing his bets on the next generation of defense tech and AI companies. He joins Ed Ludlow on “Bloomberg Tech.”…

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AI is fueling a new era of venture investing. Joe Lonsdale, managing partner at 8VC and co-founder of Palantir, discusses the firm’s record $1.5 billion fund, why startup rounds are getting bigger, and where he’s placing his bets on the next generation of defense tech and AI companies. He joins Ed Ludlow on “Bloomberg Tech.”
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