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'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's relationship with with TSMC, and more. Read more: Nvidia Tells Skeptical Investors That AI Is Ready to Go Mainstream [https://www.bloomberg.com/news/articles/2026-05-20/nvidia-gives-disappointing-forecast-as-chip-competition-mounts?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article] Trump Set to Sign AI Cybersecurity Directive as Soon as Thursday [https://www.bloomberg.com/news/articles/2026-05-21/trump-set-to-sign-ai-cybersecurity-directive-as-soon-as-thursday?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article] Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News [http://bloomberg.com/] 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 [https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast] Subscribe to the Odd Lots Newsletter [http://bloomberg.com/subscriptions/oddlots] Join the conversation: discord.gg/oddlots [https://discord.gg/oddlots] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.