Renting Compute Capacity Is a Huge Business, Cerebras CEO Says

Just the second time since its IPO. Cerebus reported quarterly earnings yesterday after the closing bell, offering some investors growth that was slower than anticipated. Shares down 13.4%.I think that's on track for the biggest drop since the last week of June. Cerebus CEO Andrew Feldman joins us now. The first thing that I learned was there is a business renting out compute capacity that's still there.Could you give me a backstory on that, Andrew. Oh, of course, there's a huge business of renting out comp ...