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Renting Compute Capacity Is a Huge Business, Cerebras CEO Says
Bloomberg Technology· 2026-08-13 17:38
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 ...