Cerebras Systems’ Andrew Feldman on whether AI can keep scaling at TechCrunch Disrupt 2026

Cerebras is already confronting that challenge. In August, the company reported more than 600 megawatts of data center capacity live or under contract for delivery by the end of 2027 and said it was increasing manufacturing capacity more than tenfold during 2026. It also plans to bring its first European data center capacity online this year and expand to 200 megawatts there by the end of 2027.

Scaling AI isn’t solely about designing a faster processor. It requires enough physical infrastructure to put that compute to work.

For founders, investors, and technology leaders making decisions around AI infrastructure, Feldman can put those constraints into context: where compute demand is heading, what it takes to support it, and where today’s hardware could hit its limits. Register for Disrupt to hear what Cerebras’ experience can tell us about the next phase of AI scale. Bring a co-worker, colleague, or peer at 50% off .

Learn what happens when today’s hardware reaches its limits at Disrupt

Cerebras pursued wafer-scale computing long before today’s AI infrastructure boom and is now scaling its computing and manufacturing capacity as demand for AI accelerates.

At Disrupt, Feldman will explore what growing demand for compute, energy, and infrastructure means for AI’s future and what could happen if conventional hardware can no longer keep pace. For anyone building, funding, or deploying AI, it’s a chance to hear from a founder testing a different approach to one of the industry’s biggest constraints.

His session is one of 200+ sessions across six industry stages, roundtables, and breakouts at Disrupt, taking place October 13-15 at Moscone West in San Francisco . More than 10,000 founders, investors, operators, and tech leaders are expected, along with 250+ speakers and 300+ exhibiting startups . Beyond the agenda, matchmaking, dealmaking, and networking create opportunities to connect with the founders, investors, and builders shaping what comes next.

Register for Disrupt to learn how long AI can keep scaling — and what must change for it to continue. Lean in on this session with your co-founder, partner, or peer at 50% off .

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Get 50% off a second pass The Disrupt experience is meant to be shared. Get your pass and bring a colleague, partner, or peer at 50% off. Cover more ground by making connections, building momentum, and discovering what’s next in the startup ecosystem.

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