Cerebras CEO: AI Infrastructure Opportunity Is Expanding

Cerebras is raising its outlook after third-quarter revenue jumped 55%, fueled by cloud and services sales that more than tripled. CEO Andrew Feldman discusses growing demand and pricing power for fast AI inference, new hyperscaler relationships with Microsoft, AWS and Oracle, and what Nvidia CEO Jensen Huang’s resignation could mean for the competitive landscape. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)