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Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
SoftBank's acquisition of AI chip designer Ampere may be facing an FTC probe
SoftBank's $6.5 billion acquisition of AI-chip designer Ampere is facing an in-depth US government probe that may delay the deal, according to Bloomberg. The Federal Trade Commission (FTC) has op [...]
Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AWS and Google Cloud
Microsoft and OpenAI on Monday announced a sweeping overhaul of the partnership that has defined the commercial AI era, dismantling key pillars of exclusivity and revenue-sharing that bound the two co [...]
OpenAI and Softbank team up for a $500 billion AI data center venture
OpenAI will build and open AI infrastructure worth $500 billion in the United States over the next four years in partnership with SoftBank. The two entities have teamed up to establish a new company c [...]
SoftBank is buying ex-Intel president Renee James' chip design company for $6.5 billion
In case you need further evidence that companies involved in AI chip manufacturing are looking to give themselves whatever edge they can, SoftBank is adding to its institutional expertise by buying fo [...]
OpenAI launches GPT-5.6-Cyber with reduced refusals, 95% completion on advanced cybersecurity tasks
Earlier today, OpenAI launched GPT-5.6-Cyber, a specialized model designed to perform advanced vulnerability research and exploit development for approved defenders — including categories of work th [...]
OpenAI deploys Cerebras chips for 15x faster code generation in first major move beyond Nvidia
OpenAI on Thursday launched GPT-5.3-Codex-Spark, a stripped-down coding model engineered for near-instantaneous response times, marking the company's first significant inference partnership outsi [...]
Anthropic launches Claude Sonnet 5 at a steep discount to its top model as the company races toward a blockbuster IPO
Anthropic today released Claude Sonnet 5, a new AI model that the company says delivers near-flagship performance at mid-tier prices — a move designed to give cost-conscious enterprise developers ac [...]
OpenAI report reveals a 6x productivity gap between AI power users and everyone else
The tools are available to everyone. The subscription is company-wide. The training sessions have been held. And yet, in offices from Wall Street to Silicon Valley, a stark divide is opening between w [...]