Commodities Market

May 21, 2026

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Odd Lots: Why Cerebras Built The Largest Computer Chip (Podcast)

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,

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India Earnings at Risk as Oil Shock Hits Growth

J.P. Morgan is warning that India’s corporate earnings outlook faces rising risks from higher oil prices and prolonged Middle East tensions, with potential downside for equities and the rupee. The bank says elevated energy costs could pressure margins, weaken demand and force earnings downgrades if disruptions persist.
The segment explores what this means for Indian markets, valuations and policy choices as the Reserve Bank of India balances currency stability against growth concerns.
Rajiv Batra, Head of Asia and Co‑Head of Global Emerging Markets Equity Strategy at J.P. Morgan, spoke with Haslinda Amin on Insight with Haslinda Amin. (Source: Bloomberg)

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