AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
658 articles
Leaders from the US and China concluded a two-day summit that did not yield breakthroughs on AI chips or technology controls, but did deliver concrete trade... Source: digitimes.com
Per CNBC, Cerebras sold 30 million shares at an IPO price of $185, raising about $5.55 billion, and its shares opened at $350 and closed up 68% at $311.07... Source: letsdatascience.com
The types of chips that will keep AI's momentum up are different from those that trained it, creating an opening for rivals to Nvidia. Source: thedailyupside.com
When you buy through links on our articles, Future and its syndication partners may earn a commission. If you aren't caught up on the situation,... Source: yahoo.com
AI chip startup Cerebras has completed one of the biggest IPOs in semiconductor history, issuing 30 million shares to raise around $5.5 billion on the... Source: eetimes.com
Nvidia competitor Cerebras made a stunning debut on Wall Street Thursday, signaling unstoppable demand for AI chips. Here's how its chips compete with... Source: cnbc.com
AI chip company Cerebras (CBRS) went public Thursday, the first of what is expected to be a handful of major AI-based initial public offerings in 2026. Source: finance.yahoo.com
Agentic inference has fundamentally changed the runtime dynamics of inference workloads by introducing non-deterministic trajectories—actions, observations… Source: developer.nvidia.com
Cerebras, a Silicon Valley maker of artificial intelligence chips, began trading on the stock market on Thursday, as SpaceX, OpenAI and Anthropic also take... Source: nytimes.com
AI chip giant becomes first company to reach a market value of $5.5 trillion. Source: wsj.com
The Japanese conglomerate deepens its AI hardware bet by acquiring the British chipmaker that tried to take on Nvidia and lived to tell the tale. Source: cryptobriefing.com
The foundation of Nvidia CEO Jensen Huang and his wife, Lori, is buying computing time from CoreWeave and donating it to universities and other nonprofit... Source: reuters.com
Before this week's U.S.-Chinese summit, Beijing reached a milestone in its quest for technological self-sufficiency. Source: nytimes.com
Beijing and Washington are locked in an era-defining contest – and China's rapid technological progress raises questions about limits of containment. Source: scmp.com
The Philadelphia Stock Exchange Semiconductor Index has leaped 60% in six weeks, and Micron—a memory chipmaker—surged 38% last week alone, its best week... Source: fortune.com
Broadcom (NasdaqGS:AVGO) is reportedly in advanced talks with private credit firms, including Apollo Global Management and Blackstone. Source: finance.yahoo.com
A Taiwanese company called Skymizer has unveiled a PCIe AI accelerator that challenges both AMD and Nvidia using surprisingly old technology. Source: techradar.com
How many AI chip designers can the public market support? We'll get a sense of that on Thursday when Cerebras Systems, the biggest of a new generation of... Source: theinformation.com
Nvidia is pouring billions of dollars at a time into companies across the AI infrastructure stack, while also signing commercial deals with them. Source: cnbc.com
Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next stage of AI. Source: cnbc.com