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 [...]
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]
Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]
Lowering the cost of inference is typically a combination of hardware and software. A new analysis released Thursday by Nvidia details how four leading inference providers are reporting 4x to 10x redu [...]
Enterprises expanding AI deployments are hitting an invisible performance wall. The culprit? Static speculators that can't keep up with shifting workloads.Speculators are smaller AI models that w [...]
Perplexity AI, the fast-growing search startup now valued at $20 billion, unveiled what it calls the first hybrid local-server inference orchestrator at Computex 2026 on Monday night, demonstrating so [...]
Every GPU cluster has dead time. Training jobs finish, workloads shift and hardware sits dark while power and cooling costs keep running. For neocloud operators, those empty cycles are lost margin.The [...]
Less than a week after completing the largest tech IPO of 2026, Cerebras Systems is making its most aggressive play yet to dominate the fast-growing AI inference market. On Monday, the Sunnyvale-based [...]
Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to enterprise [...]