Andrew Feldman disputes short seller's two-year lifespan estimate for Cerebras wafers

Cerebras CEO Andrew Feldman cites TSMC qualification at 105C, fleet temperatures averaging under 65C, and a company-reported figure of fewer than 0.5% of all deployed CS-3 wafers decommissioned since 2024 against Culper's claim.

RuntimeWire · 2026-11-06T00:48:48.025Z