Size is the name of the game for the AI chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feldman, CEO and founder of Cerebras, that is about 58 times larger than the average chip. That sheer size enables blazing fast inference for AI queries. Feldman joins us on the week of his company&#x27;s IPO to talk about his core product and how it fits into the AI boom. We discuss the history of the GPU, competition between open-and closed-source models, the company&#x27;s relationship with with TSMC, and more. Read more: Nvidia Tells Skeptical Investors That AI Is Ready to Go Mainstream Trump Set to Sign AI Cybersecurity Directive as Soon as Thursday Only Bloomberg - Business News, Stock Markets, Finance, Breaking &amp; World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Odd Lots

# Full Transcript

**Podcast:** Odd Lots

## Participants

- **Joe Weisenthal** (Bloomberg)
- **Tracy Alloway** (Bloomberg)
- **Andrew Feldman** (Cerebras)

## Transcript

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Podcasts, radio, news. Hello and welcome to another episode of the Odd Lots podcast. I'm Joe Weisenthal. And I'm Tracy Alloway. Tracy, I have to say, unfortunately, I don't have AI psychosis. I'm certain of that. Debatable. I'm pretty sure I don't have AI psychosis.

I do have to say, unfortunately, like the amount of time now where it's like it feels like AI-related questions, and there are many of them, are sort of like swallowing up the other thoughts that I have in my head. Whether it's questions about which model is best and why and what are the economics of inference and how much training is pre-training versus post-training for each model.

Like, it's just sort of like this blob that's growing that's taking up more and more of my thoughts. What is your definition of AI psychosis? Because one would argue that maybe thinking about AI literally all the time would be a form of psychosis. Well, let's just say, like, I'm not the type who thinks that, like, I don't think that the AI is a friend, for one thing. I'm not in love with the AI models.

I don't think that in collaboration with ChatGPT ...

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.