Cerebras CEO Feldman to Keynote "Can AI Keep Scaling?" at Disrupt 2026

Cerebras Systems has spent the past decade challenging the assumption that powerful AI requires conventional chip architectures. Instead of cutting a silicon wafer into individual chips, the company developed a processor built on the wafer itself, an approach designed for demanding AI workloads. That bet was made long before today's AI infrastructure boom.

Now the company is scaling that approach. It raised $5.5 billion in its May IPO and signed a multiyear agreement with OpenAI to deploy 750 megawatts of Cerebras systems from 2026 through 2028. In August, Cerebras introduced CS-4, its latest generation of wafer-scale AI infrastructure. The company also reported more than 600 megawatts of data center capacity live or under contract for delivery by the end of 2027, and said it was increasing manufacturing capacity more than tenfold during 2026.

At TechCrunch Disrupt 2026, Feldman will put those constraints into context. For those building, funding, or deploying AI, the session may offer a view of where compute demand is heading and where today's hardware could hit its limits. The stakes hinge on whether wafer-scale computing can deliver on its promise as AI models demand ever more compute, energy, and infrastructure.