Checked fact 490014 Nov 2026Money and compute

Andrew Feldman says "if we're super late, both sides have have opportunity to cancel tanches", the automatic captions' rendering of tranches, which he describes as delivery units of capacity (02:44)

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The exact words it rests on

(02:44) And if we’re super / (02:46) late, both sides have have opportunity / (02:48) to cancel tanches, which are uh delivery / (02:52) units of of capacity.

What the source said when we opened it, on 13 Nov 2026.

The source

Cerebras CEO Andrew Feldman on data centers: "We are behind schedule" on builds
CNBC Television · 2026-11-13

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Checked by the notis newsroom on 13 Nov 2026, against the source above.

In the story

Cerebras data centers are behind schedule, with credits and cancellation rights, CEO says 14 Nov 2026

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“Andrew Feldman says "if we're super late, both sides have have opportunity to cancel tanches", the automatic captions' rendering of tranches, which he describes as delivery units of capacity (02:44).” ai notis, checked 13 Nov 2026. Source: Cerebras CEO Andrew Feldman on data centers: "We are behind schedule" on builds (CNBC Television). https://ainotis.com/c/4900

As a reference (APA style)

ai notis. (2026, November 13). Andrew Feldman says "if we're super late, both sides have have opportunity to cancel tanches", the automatic captions' rendering of tranches, which he describes as delivery units of capacity (02:44) [Checked claim 4900]. ai notis. https://ainotis.com/c/4900

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