Interview #84 Hagay Lupesko, SVP of AI Inference at Cerebras Systems
From The Artificial Intelligence Podcast by Dr. Tony Hoang
April 2, 2026 · 48 min
About this episode
Hagay Lupesko discusses the evolution of AI inference and its implications for the industry.
Join Hagay Lupesko, SVP of AI Inference at Cerebras Systems, for a deep dive into the rapidly evolving world of AI inference. Hagay breaks down why inference has overtaken training as the dominant AI workload, how Cerebras' wafer-scale chip architecture delivers 10-20x faster performance than NVIDIA GPUs, and why CUDA is no longer the moat many think it is. He also covers how DeepSeek wiping $600 billion off NVIDIA's market cap in a single day was both a foundational and deeply misunderstood moment for the industry, the growing energy crisis in AI infrastructure, and what it will take to support the explosive rise of AI agents in the enterprise.
People in this episode
Host: Dr. Tony Hoang
Guest: Hagay Lupesko
Topics covered
- AI inference
- Cerebras Systems
- NVIDIA GPUs
- AI infrastructure
- AI agents
- energy crisis
Keywords
- AI inference
- Cerebras
- NVIDIA
- wafer-scale chip
- energy crisis
- AI agents
- DeepSeek
Mentioned in this episode
Organizations: Cerebras Systems, NVIDIA, DeepSeek
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