Generative Now | AI Builders on Creating the Future

Andrew Feldman: Building the World’s Largest and Fastest Computer Chip for AI

May 2, 2024

Andrew Feldman, CEO of Cerebras, discusses building the Wafer Scale Engine Three, the world's largest chip for AI. They talk about making big bets in hardware innovation, the evolution of AI chips, and the impact of AI on various industries like healthcare and daily life.

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Introduction

00:00 • 5min

Anticipating AI Chip Demand and Strategic Industry Decisions

04:54 • 3min

The Evolution of Compute Power in AI Models

07:33 • 16min

Innovative Solutions in Chip Cooling for AI Applications

23:53 • 15min

The Evolution and Integration of AI Technology into Daily Life

38:52 • 2min

Exploring the Positive Impact of AI on Medicine and Daily Life

41:16 • 3min

Cerebras recently announced the launch of The Wafer Scale Engine Three. This is the largest and fastest chip in the history of chips.

This week on Generative Now, Lightspeed Partner and host Michael Mignano talks to Andrew Feldman. Andrew is the CEO and cofounder of Cerebras, the hardware company that builds AI supercomputers known for its Wafer Scale Technology. The Wafer Scale Engine Three is about the size of a dinner plate and promises compute design for AI. Andrew and Michael talk about what it takes to have the conviction to make big bets and push the limits of hardware innovation.

Prior to Cerebras, Andrew co-founded and was CEO of SeaMicro, a pioneer of energy-efficient, high-bandwidth microservers. SeaMicro was acquired by AMD in 2012 for $357M. Before SeaMicro, Andrew was the Vice President of Product Management, Marketing and BD at Force10 Networks which was later sold to Dell Computing for $800M. Prior to Force10 Networks, Andrew was the Vice President of Marketing and Corporate Development at RiverStone Networks from the company’s inception through IPO in 2001.

Episode Chapters
(00:00) Welcome to Generative: A Deep Dive into AI Supercomputing
(00:26) The Wafer Scale Engine 3
(00:56) Andrew Feldman's Journey: From Startup to AI Supercomputing Pioneer
(04:53) The Foresight in AI Chip Development: Outpacing the Giants
(07:32) The Wafer Scale Engine 3: A Technological Leap in AI Compute
(17:12) The Future of AI Compute: Expanding Horizons and Synthetic Data
(23:18) Challenges in Chip Design
(23:51) Innovations in Cooling and Powering Chips
(25:02) Overcoming Precedent Challenges
(26:40) The Revolutionary Impact of Wafer Scale Engine 3
(29:08) Diverse Customer Applications
(34:05) Future Directions in Chip Technology and AI Applications
(39:11) Closing Thoughts

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