Person

Andrew Feldman

Named in AI Lately's reporting below.

Public record only: name, role, employer, source, and date.

In the archive

Opinion
Inference Is the Product Now
CoreWeave's backlog hit $104 billion, up 112 percent in a year, while Nvidia earned $89 billion from data centers in one quarter. Both numbers point to a neocloud outgrowing a hyperscaler's AI line by 2028.
Agent Infrastructure
Inference Economics: Gartner's 96 Percent
Gartner projects AI-optimized cloud infrastructure spending to nearly double in 2026 even as per-token prices keep collapsing, a paradox that inference specialists and reasoning researchers are racing to resolve.
Capital & Markets
The AI IPO Window
OpenAI and Anthropic each filed confidential paperwork for an initial public offering in June 2026, a week apart, while Cerebras stalled in registration limbo and Databricks chose a $190 billion private round over a public listing entirely.