Cerebras CEO Andrew Feldman to Discuss AI Scaling Limits at Disrupt 2026

What changed

Cerebras Systems CEO and co-founder Andrew Feldman is scheduled to speak at TechCrunch Disrupt 2026 about whether AI can keep scaling. His discussion will focus on demand for compute, energy and infrastructure, Cerebras’s approach to those constraints, and what happens if current AI hardware reaches its limits.

Why it matters

This is a pressure test for the basic assumption behind the AI boom: that more capability can keep coming from more hardware. Feldman’s session puts the bottlenecks in the same frame. Compute may be scarce, energy may constrain expansion, and infrastructure may determine how far today’s systems can go.

That makes the conversation more useful than a routine product announcement. It is about the physical platform AI depends on, and whether a different hardware approach can ease those limits. No technical solution, performance result or investment commitment has been announced yet, so the important question is what Cerebras can actually propose when Feldman takes the stage.