Cerebras Systems

AI chipmaker Cerebras Systems has agreed to supply artificial intelligence computing systems to Gimlet Labs, a cloud computing startup. The deal gives the younger company access to Cerebras' wafer-scale hardware for running AI workloads, and marks another commercial win for Cerebras as it competes with Nvidia and other suppliers in the fast-growing market for AI infrastructure.

Cerebras Systems will supply its CS-4 chips to support Gimlet's AI inference cloud infrastructure. The deal places the wafer-scale computing specialist's hardware at the core of a dedicated cloud service for running AI models, underscoring growing competition with GPU-based providers in the inference market.

Cerebras Systems CEO Andrew Feldman is speaking at TechCrunch Disrupt 2026 about whether AI models can continue scaling at their current pace. The session tackles a central question for the AI industry: whether gains in compute, chips and training methods can keep driving progress or whether the field is approaching physical and economic limits. Feldman's company builds wafer-scale chips aimed directly at accelerating large AI workloads, making him a notable voice on the debate.

Chipmaker Cerebras Systems has agreed to deliver AI systems to Gimlet Labs, a cloud computing startup. Under the arrangement, Gimlet Labs will use Cerebras hardware to power its AI infrastructure offerings. The deal underscores growing demand for specialized AI computing among startups, as companies seek alternatives to GPU-based providers. Financial terms and delivery timelines have not been disclosed, and Cerebras has not publicly detailed the scope of the partnership.