CEO of $95 billion AI chip company Cerebras sends a request from stage, says: We are working with every major hardware maker other than Nvidia
Nvidia may dominate the artificial intelligence (AI) hardware market, but Cerebras Systems doesn’t want to work with the chip giant. The $95 billion AI chip company is positioning itself as a partner to companies looking to build AI infrastructure outside its ecosystem. Speaking at the recent Bloomberg Tech conference in San Francisco, Cerebras CEO Andrew Feldman said the AI chipmaker is working with every major hardware manufacturer in the industry except Nvidia as it expands partnerships across the AI infrastructure landscape.“We’re engaged in the process of using other people’s parts for part of the problem, and ours for another part of the problem, with all members of the community,” Feldman said. But not Nvidia, he added. “Everybody but them.” The comments come as Cerebras builds on recent agreements with Amazon and OpenAI and looks to broaden its role in supplying hardware for AI workloads.Feldman’s statement indicates that Cerebras aims to develop across all kinds of platforms, whether hardware or cloud, without restricting itself to a single ecosystem. The company seems to position itself as an IT solutions provider that can be integrated into any infrastructure used by companies implementing AI.
How Cerebras is expanding partnerships across the AI industry
Feldman said Cerebras is pursuing a strategy that allows its technology to work alongside products from a wide range of hardware vendors, cloud providers and infrastructure companies. The approach is intended to make Cerebras a component in AI systems built using multiple suppliers rather than a single technology stack.One example is the company’s partnership with Amazon, under which Cerebras products will be used alongside Amazon Web Services’ custom-designed chips in AWS data centers. Cerebras also recently secured a deal involving OpenAI, helping raise its profile among AI infrastructure providers.The CEO described the period leading up to the company’s public listing as a “pretty good 90-day run,” referring to the announcements involving Amazon and OpenAI.The California-based company went public this year, raising $5.5 billion in the largest US initial public offering of 2026 so far. Shares climbed significantly during their first day of trading.Cerebras develops wafer-scale processors, a chip architecture that differs from conventional AI processors used in most server systems. The company says its technology is designed to process and store large amounts of data on a single processor, reducing reliance on external components.Its products are primarily targeted at AI inference tasks, where trained models generate responses, predictions and outputs from new data.Because the processors do not fit traditional server designs, Cerebras has developed its own computing systems and operates AI computing services through its data center network.
