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

Overview

Shownote

Highlights

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

Odd Lots

May 21
Odd Lots

Odd Lots

May 21
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

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 enab...

Highlights

In this episode, the hosts delve into the world of AI hardware with the CEO of a company that just went public, known for its unconventional, dinner-plate-sized chips. The conversation explores how this unique design challenges the status quo of AI processing, from blazing-fast inference to navigating supply chain constraints.
00:00
AI questions are consuming our thoughts.
05:33
58 times larger than typical chips
14:54
Cerebras chips are 15 times faster than competitors.
27:46
Nvidia's CUDA moat is shrinking
41:29
China is an industrial enemy.
48:19
Creating over 800 millionaires is a source of immense pride.

Chapters

The AI Chip That's the Size of a Dinner Plate
00:00
Why Bigger is Faster: 1,000x Inference Speed
05:33
Building a Chip from Scratch for AI, Not GPUs
11:30
Avoiding the Bottlenecks: No HBM, No 3nm, No CUDA
21:49
The G42 Partnership and the Geopolitics of Silicon
31:00
From IPO to Billionaire: Balancing Innovation and Wall Street
48:19

Transcript

Joe Weisenthal: Odd Lots is brought to you by VanEck. For years, investors basically forgot about real assets, energy, gold, and infrastructure. But look, what's driving markets now. Central banks loading up on gold, massive capex cycles, currencies doing ...