AI & Tech
Cerebras CEO reveals $25 billion backlog as AI demand outstrips infrastructure capacity
All-In Podcast
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
What was said
"We have a $25 billion backlog and we are not alone in that. OpenAI, Anthropic, you go through this list of Google wants more data centers, Microsoft wants more data centers, AWS wants more data centers. All of these players are not chasing sort of if you build it, they will come. They're chasing the demand is booked."
Andrew Feldman, CEO and founder of Cerebras, disclosed that his AI chip company has accumulated a $25 billion backlog in orders, with customers including OpenAI, Anthropic, SpaceX, and Google placing orders before chips are even finished. Feldman explained that unlike typical technology booms, companies are trying to fulfill existing demand rather than speculating on future needs, as AI infrastructure buildout requires more power than the previous 50 years of data center construction combined.
Verification status
Attributed speaker claim
Egleze verified who said this and where. The underlying claim has not been independently established by Egleze.
Source and context
Egleze verified who said this and where. The underlying claim has not been independently established by Egleze.
- Programme
- All-In Podcast
- Episode
- Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- Clip time
- 3:42
- Original source
- Watch the source segment →
From this episode
All-In Podcast