Cerebras CEO 谈英伟达:市值 5 万亿背后的十年坚持

Rohan Paul · @rohanpaul_ai · X·2026-09-22 10:40·1小时前
AI 导读

Cerebras 联合创始人兼 CEO Andrew Feldman 表示,公司做到 50B/60B 规模后,他才真正体会到 Jensen Huang 把 Nvidia 带到 5 万亿市值有多难。他指出 Nvidia 在 2003 至 2013 年间作为上市公司整整十年靠现金交易度日、无人问津,CEO 能这样拼十年直到做对,这种韧性值得学习。

Rohan Paul@rohanpaul_ai
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Cerebras CEO 谈英伟达:市值 5 万亿背后的十年坚持

2026-09-22 10:40· 1小时前
AI 导读

Cerebras 联合创始人兼 CEO Andrew Feldman 表示,公司做到 50B/60B 规模后,他才真正体会到 Jensen Huang 把 Nvidia 带到 5 万亿市值有多难。他指出 Nvidia 在 2003 至 2013 年间作为上市公司整整十年靠现金交易度日、无人问津,CEO 能这样拼十年直到做对,这种韧性值得学习。

Andrew Feldman (Cofounder, CEO of Cerebras) talks about how building Cerebras at scale has given him a completely new appreciation for Jensen Huang and what it took to build Nvidia.

“I think we've achieved a size at 50B/60 B, gives me enormous appreciation what Jensen has achieved at 5 trillion.

Between 2003 and 2013, that company traded for cash as a public company for a decade. They were nobody. And to be a CEO and fight like that for a decade as a public company until you got it right, for me is exciting. And I hold that up as something we can learn from and be better at, and so that level of grit.”

---- From "Imagination in Action" YouTube channel, (full video link in comment)

来源:Rohan Paul· x.com