Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth

Things are moving at a rate that 6 8 12 months out everybody's unsure. It's so fast. It's so big. There is unbelievable demand and nobody knows where it will go in the future. The question of depreciation is how much faster are future generations than the current generation. That's the actual question on depreciation. People often say we don't have enough power in the US. And this is strictly wrong. We have plenty of power. It's in the wrong places. Risk comes in financial markets where people fundamentally ...