14 August 2026
Cerebras Systems co-founder and CEO Andrew Feldman discusses the company’s Q2 earnings, its WSE AI chip and its $20 billion partnership with OpenAI on ‘The Claman Countdown.’
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Could Anthropic really be worth $2 trillion?
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Dan Ives, partner and senior managing director at Yorkville Ives, tells CNBC that the latest tech earnings show artificial intelligence is entering its monetization phase, as hyperscalers and frontier AI labs report steady revenue growth, helping ease investor concerns over massive capital spending. Ives also discusses growth and valuations in the semiconductor sector, China’s AI strategy and Nvidia’s financing deal with Wall Street.
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