Andrew Feldman

Thrilled to be partnering with Amazon Web Services (AWS) to bring Cerebras speed to all AWS developers. Watch David Brown's video to learn more about our combined solution and get ready to build faster ;)

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Since the start of September, OpenAI has announced a $300bn deal with Oracle, a $100bn investment from Nvidia, a strategic partnership with AMD to deploy 6GW of GPUs, and a strategic partnership with Broadcom to deploy 10GW of custom AI chips. Other US hyperscalers have also highlighted new investments in 2025H2, albeit at a slower pace.

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""This $100M funding propels TensorWave's mission to democratize access to cutting-edge AI compute," said Darrick Horton, CEO of TensorWave. "Our 8,192 Instinct MI325X GPU cluster marks just the beginning as we establish ourselves as the emerging AMD-powered leader in the rapidly expanding AI infrastructure market.” The new capital will fuel TensorWave’s operational growth, team expansion, and the accelerated deployment of its Instinct MI325X-powered training cluster. This growth comes at a pivotal moment, as demand for AI computing resources continues to outstrip supply and organizations seek alternatives to limited infrastructure options."

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Every partnership starts with optimism. The new deal between OpenAI and Broadcom is no different. OpenAI needs more power to train bigger models. Broadcom knows how to build the hardware that makes it possible. Together, they’re betting on custom chips to keep pace with AI’s growing appetite for compute. But here’s the truth, most partnerships don’t fail in the lab. They fail in the boardroom. When deadlines slip. When priorities change. When one side starts protecting its turf instead of protecting the goal. If OpenAI and Broadcom can stay aligned through those moments, they’ll set the new standard for how tech alliances work. If not, this deal becomes another headline that aged too fast. If you’ve enjoyed this look at how partnerships really work, follow for more perspectives on the deals shaping the future of business and technology. #StrategicPartnerships #OpenAI #Broadcom #AI #Leadership #BusinessStrategy #Innovation #Partnerships #TechIndustry #Growth

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As AI workloads eat up global computing supply, DRAM prices are surging like never before—creating major challenges for teams trying to plan out their data center spend. One of my portfolio companies, Mext, is addressing the largest cost component in the datacenter: server memory (DRAM). From being on the board of Redis for the last twelve years, I’ve learned a lot about the various aspects of this problem and approaches to solving them. Mext found a breakthrough, using new AI techniques, for dramatically reducing the amount of server-DRAM required to run applications, all while maintaining performance. It intelligently manages the server’s memory, keeping hot pages (i.e., those in use by applications) in fast DRAM and offloading cold pages (i.e., those less used) to a much less expensive memory tier (e.g., NVMe Flash). Key to the approach is ensuring cold memory pages that are about to be accessed by an application are back in DRAM before the application needs them or notices that they were gone. This is done without modifications to the application or the OS – so it can run in the cloud or on-premise. Mext thus allows applications to either run using less DRAM or keep their DRAM footprint but do more with it. They're hosting a webinar along with Fred Weber (former CTO of AMD) on Jan 22nd at 10am pacific time. You can register here: https://lnkd.in/gXe9GCeE

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Quantinuum’s planned IPO is the moment quantum finally hits the public markets in grown‑up form. This isn’t another early‑stage SPAC story; it’s a full‑stack platform spun out of Honeywell, with trapped‑ion hardware that regularly tops industry benchmarks and a real software and applications business on top. By combining industrial‑grade engineering with production‑grade tooling in chemistry, security, and optimization, Quantinuum gives investors exposure not just to “qubits,” but to an integrated quantum stack that already serves enterprise workloads. For technical and business leaders, as well as investors, the key question now is how public markets will price a quantum company that actually looks like an infrastructure and software provider rather than a speculative science project. Whatever the final valuation, this IPO will likely become the benchmark for what “mature” looks like in quantum—deep IP, differentiated hardware, and diversified revenue experiments before ringing the bell. Headline: Honeywell’s Quantinuum Quantum-Computing Unit Plans IPO – https://lnkd.in/euZjkGtG

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🗓️This week At OpenAI 🔥🔥🔥 Acquisition of Statsig Co-designing AI chips with Broadcom India gigawatt datacenter buildout 🚀🚀🚀 #ai #OpenAI #Statsig #Broadcom #datacenter

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storage underpins AI by enabling efficient data handling, model training, deployment, and real-time processing, directly impacting performance, scalability, and cost. Advanced storage technologies. ScaleFlux technology (CSD, SSD, Inline Compression) is at right time at the right place👍

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