Cerebras CEO pushes back on AI doomsday warnings

Cerebras Systems CEO and co-founder Andrew Feldman thinks the AI doomer narrative isn’t doing the industry any favors. At TechCrunch Disrupt 2026, the AI chipmaker exec quipped that “some of the leaders in the AI world maybe shouldn’t be allowed to talk in public.” He’s referencing the negativity now spreading around the dangers of AI, from models breaking containment to AI insiders debating the percentage chance that AI may kill all of humanity by the end of the decade.

Cerebras Systems 的首席执行官兼联合创始人 Andrew Feldman 认为，关于人工智能的末日论调对该行业并无益处。在 2026 年的 TechCrunch Disrupt 大会上，这位人工智能芯片制造商的高管打趣道：“人工智能领域的一些领导者或许不应该被允许在公开场合发言。”他指的是目前围绕人工智能危险性而蔓延的负面情绪，从模型突破限制，到人工智能内部人士争论人工智能在十年内毁灭全人类的概率。

The argument has become so mainstream that Anthropic CEO Dario Amodei was recently parodied in a skit on “Saturday Night Live,” where the fictional character summed up the discourse, saying, “We do not condone what we are doing.” Feldman, however, thinks the promise and potential that go hand in hand with AI developments are getting overlooked. He thinks AI leaders should spend more time telling people that AI could lead to a world where your grandkids will “never meet anybody who dies of cancer,” for instance, even if they have concerns about AI risks.

这一论点已经变得非常主流，以至于 Anthropic 首席执行官 Dario Amodei 最近在《周六夜现场》的一个小品中被模仿，虚构角色总结了这种论调，说道：“我们并不宽恕我们正在做的事情。”然而，Feldman 认为，与人工智能发展并存的希望和潜力正被忽视。他认为，人工智能领导者应该花更多时间告诉人们，人工智能可能会带来一个你的孙辈“永远不会遇到死于癌症的人”的世界，即使他们对人工智能的风险存有担忧。

Clearly, Feldman has a vested interest in AI being successful, as the company’s customers include big names working with the technology, like OpenAI, Block, Figma, pharmaceutical giant GSK, and Lovable. However, he’s pragmatic about weighing the trade-offs between risk and reward. “I don’t think there are powerful technologies that don’t come with the challenge of ‘what happens when powerful technologies are in the hands of bad people?’ I think you can’t make one and not have the other,” Feldman said during his interview at Disrupt.

显然，Feldman 在人工智能的成功中拥有既得利益，因为该公司的客户包括 OpenAI、Block、Figma、制药巨头 GSK 和 Lovable 等使用该技术的大牌企业。然而，他在权衡风险与回报时非常务实。Feldman 在 Disrupt 的采访中表示：“我不认为有什么强大的技术不会带来‘当强大的技术落入坏人之手时会发生什么？’这样的挑战。我认为你不可能制造出一种技术而不伴随另一种挑战。”

“I think what we have to say is that this technology is powerful,” he added. “We have to be thoughtful about it. We have to regulate it reasonably,” he added. The chipmaker CEO also suggested that some of the negativity around AI has to do with how the data center industry has approached the new buildouts created by AI demand. “As an industry, we weren’t super good for the past few years at working with local communities, particularly in the U.S. We — the industry — didn’t do what others have done in the power industry in oil and gas. They didn’t work with the community. They didn’t engage the community as they should have, and that was a problem,” Feldman said.

“我认为我们必须说的是，这项技术非常强大，”他补充道。“我们必须深思熟虑。我们必须合理地监管它。”这位芯片制造商的首席执行官还指出，围绕人工智能的一些负面情绪与数据中心行业处理人工智能需求带来的新建设方式有关。“作为一个行业，过去几年我们在与当地社区合作方面做得并不好，尤其是在美国。我们——这个行业——没有像石油和天然气等能源行业那样做。他们没有与社区合作。他们没有像应该做的那样与社区互动，这是一个问题，”Feldman 说。

He compared the NIMBY-ism — “not in my backyard!” — of what’s going on in the U.S. with other countries, naming Brazil, Canada, Finland, Iceland, Norway, Mexico, and Sweden as markets where they’re encouraging companies to build data centers. Feldman also wasn’t concerned that efficiency improvements would create less demand for his chips, or those from other companies competing with Nvidia, as Cerebras is. “We can do our job as hardware vendors to make our compute more efficient, and then the model makers can do improved work in making their models more efficient to achieve the same goals. All of this has to come together to make meaningful strides forward,” he noted.

他将美国正在发生的“邻避主义”（NIMBY，即“别建在我家后院！”）与其他国家进行了比较，并列举了巴西、加拿大、芬兰、冰岛、挪威、墨西哥和瑞典等市场，称这些国家正在鼓励企业建设数据中心。Feldman 也不担心效率的提升会减少对他芯片的需求，或者减少对其他与英伟达竞争的公司（如 Cerebras）芯片的需求。“作为硬件供应商，我们可以做好自己的工作，提高计算效率，然后模型制造商可以改进工作，使他们的模型更高效，以实现相同的目标。所有这些必须结合起来，才能取得有意义的进步，”他指出。