Cerebras Systems Inc.
Leadership History
2 leaders · 2015 to present
Andrew Feldman is the CEO of Cerebras, in the role since 2015.
| Name | Role | From | To | Years in role |
|---|---|---|---|---|
| Andrew Feldman | Chief Executive Officer & Co-Founder | 2015 | Present | 11 |
| Sean Lie | Co-Founder & Hardware Architect | 2015 | Present | 11 |
Cerebras Systems is the Silicon Valley chipmaker that bet everything on building one giant chip instead of many small ones. Its WSE-3 is roughly the size of a dinner plate and replaces racks of GPUs for some AI workloads. After years as a niche supplier to labs and a single UAE customer, Cerebras found its market in real-time inference, signed a $20 billion-plus deal with OpenAI, and went public in May 2026 in one of the most heavily oversubscribed tech IPOs in years. The company is headquartered in Sunnyvale, California.
Cerebras makes money in two ways. First, it sells hardware: CS-3 systems built around the WSE-3 chip, bought by sovereign AI programs, national labs, universities, and enterprises that want to own their compute. Second, and now larger, it sells cloud and services: customers pay to run models on Cerebras systems hosted in data centers it leases, either through per-token inference APIs or dedicated capacity contracts. The biggest of these is a deal for OpenAI to use up to 750 megawatts of Cerebras compute through 2028, valued at more than $20 billion. In Q2 2026, cloud and other services produced $127.7 million of core revenue versus $82.1 million from hardware. Cerebras also sells through partners such as Amazon Web Services and G42's Condor Galaxy supercomputers.
Chief Executive Officer & Co-Founder
2015 – Present
11 years (current)
Co-founded SeaMicro and sold it to AMD in 2012 before co-founding Cerebras. Led the company from the first wafer-scale chip in 2019 through the OpenAI compute deal and the $5.55 billion May 2026 Nasdaq IPO.
Co-Founder & Hardware Architect
2015 – Present
11 years (current)
Lie oversaw the incredibly complex hardware engineering required to actually cool and deliver power to the Wafer-Scale Engine, designing a massive, proprietary liquid-cooling chassis (the CS-2 system).
As Co-Founder and Chief Hardware Architect, he successfully commercialized a silicon technology that the entire semiconductor industry had previously dismissed as physically impossible.
These officers report to the chief executive and are not part of the CEO timeline above.
Cerebras faces heavy customer concentration: in 2025, Mohamed bin Zayed University of Artificial Intelligence (MBZUAI) supplied 62% of revenue and G42 another 24%, and the OpenAI contract now represents a large share of projected revenue, with termination rights if Cerebras misses delivery or service levels. It must secure enough data center power and capacity to deliver hundreds of megawatts on schedule, depends on TSMC for wafer fabrication, and competes with NVIDIA's CUDA software ecosystem. Gross margins are thinner than at GPU peers (management guided Q3 2026 core gross margin to 38-40%), and large stock-based compensation drove a $450.5 million GAAP net loss in Q2 2026.
Andrew Feldman is the Co-Founder and Chief Executive Officer of Cerebras Systems. Feldman is a renowned technology entrepreneur who previously co-founded and served as CEO of SeaMicro, pioneering energy-efficient microservers before selling the company to AMD in 2012 for $334 million.
Before Cerebras, Andrew Feldman served as Corporate Vice President and General Manager at AMD, Vice President of Marketing at Force10 Networks (acquired by Dell), and Vice President of Corporate Development at RiverStone Networks.
Andrew Feldman co-founded Cerebras in 2015 alongside his long-time engineering collaborators from SeaMicro: Gary Lauterbach (Chief Architect), Michael James (Chief Architect), Sean Lie (Chief Hardware Architect), and Jean-Philippe Fricker (Chief System Architect).
When industry experts declared that a whole-wafer chip was physically impossible due to thermal expansion, packaging, and silicon defects, Feldman and his engineering team spent four years in secret development to invent the WSE-1 and prove the technology viable in 2019.
Andrew Feldman negotiated a landmark multi-hundred-million-dollar strategic alliance with G42 in 2023 to build the Condor Galaxy AI supercomputers, catapulting Cerebras's annual revenue from $24 million to over $136 million in a single year.
Andrew Feldman led Cerebras through confidential and public Form S-1 filings with the SEC in 2024, presenting Cerebras as the fastest-growing and only viable pure-play wafer-scale AI hardware challenger to Nvidia.
Andrew Feldman has been a prominent industry voice arguing that traditional GPU architectures are inherently ill-suited for large language models, advocating that wafer-scale computing is the only architecture capable of scaling to multi-trillion parameter AI systems.
Feldman champions bold technological audacity, multidisciplinary engineering rigor (combining mechanical, thermal, electrical, and software engineering), radical transparency, and an intense customer-centric focus.
Andrew Feldman is the founder and CEO. He previously founded SeaMicro (a pioneer in energy-efficient servers), which he successfully sold to AMD for over $300 million before starting Cerebras.
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