Andrew Feldman
speaker
226 appearances
4 recordings
1 series
first heard May 2026
last heard 24 Jul
Andrew Feldman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.
Appearances
This market will not be consolidated around GPUs.
There will be ASICs, there will be ASICs from hyperscalers, there will be ASICs from uh from labs, and then there'll be companies like Cerebrus with pioneering architects.
architectures um who all of us will will will take big bites of of of this enormous market.
I I I think one of the things that's difficult to get your head around is just how big
the compute market is right now that w one of the things AI does is it it makes tractable for compute much of the world around us.
And that really wasn't the case prior to AI.
we have more than nine billion on the balance sheet, I I think uh so we're we're really pleased with our our position there.
But uh of course we are always scanning both the the the capital markets, both equity and debt for for ways to accelerate our growth.
Well I I think
I think if my mother's proud of me, I I think that's the the the the the biggest thing you can you can ask for.
Uh I think for markets.
Um
I I think when you lay out a plan that is aggressive and and you crush it, uh th that's how you feel good about both your ability to to execute and your ability to predict your own execution.
And so, you know, we we we announced yesterday that that we would beat our uh our full year, we gave full year guidance that was ten gross margin points above consensus.
Um, you ought to be proud of that.
And we gotta continue to execute and continue to set extraordinarily high bars and then continue to uh to beat them.
to this.
What is unusual about AI right now is...
The builders are so far behind the demand, it's absurd.
We have a backlog of more than $25 billion of demand.
Showing 141–160 of 226 · page 8 of 12
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