# Cerebras sees ample AI demand outside China, says system tracking prevents diversion

By Riza Dagoc

Canonical URL: https://www.tokenpost.com/news/business/57235
Published: 2026-11-14T06:20:38.000Z
Updated: 2026-11-14T06:20:38.000Z
Section: Business

> Cerebras CEO Andrew Feldman said AI demand outside China supports growth and that embedded tracking technology helps prevent its systems from being diverted there.

Demand for AI computing outside China offers ample room for growth, while technology embedded in systems sold abroad helps prevent their diversion to China, according to Cerebras co-founder and CEO Andrew Feldman.

In a Fox Business interview on November 14, Feldman said Cerebras had maintained its policy against selling products to China for seven years, predating Commerce Department restrictions. He said there was sufficient business available elsewhere in the world.

Feldman described the decision as a reflection of the company's values and its judgment about the right course to take. Substantial demand for AI computing in the United States and Europe provided enough opportunities to sell its products, he said.

He pointed to the company's performance as evidence that the approach was working. Revenue and margins rose in the quarter, and Cerebras exceeded all the metrics covered by its guidance, Feldman said. The company also raised its outlook across all metrics for the next quarter.

Asked how Cerebras prevents products sold overseas from reaching China through intermediaries, Feldman said the company closely tracks every deployed system. He cited deployments in the UK, France, Finland, Brazil and Australia, saying Cerebras knew their precise locations. The company uses several tracking methods, including technology embedded in its systems, he said, expressing confidence that the alleged type of smuggling was not occurring with its products.

Feldman said he did not know how Nvidia's actions had affected the spread of advanced technology. Distributing such technology was complex, he said, and even well-intended decisions could have unintended consequences. He praised Nvidia and Jensen Huang's achievement in building it into the world's most valuable company.

On competition, Feldman argued that Cerebras had the better product and that customers were seeking speed. He said Nvidia could face some distraction from the controversy but expected it to continue producing strong products. Cerebras would focus on developing new technology and competing on product performance, he said.