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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 [...]
Nvidia introduces Vera Rubin, a seven-chip AI platform with OpenAI, Anthropic and Meta on board
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that includes Ant [...]
Nvidia launches enterprise AI agent platform with Adobe, Salesforce, SAP among 17 adopters at GTC 2026
Jensen Huang walked onto the GTC stage Monday wearing his trademark leather jacket and carrying, as it turned out, the blueprints for a new kind of monopoly.The Nvidia CEO unveiled the Agent Toolkit, [...]
How DeepSeek’s radical architecture is shattering Silicon Valley's token moat
DeepSeek’s announcement over the weekend that it has made its 75% price cut permanent on its flagship V4 Pro model is a disruptive assault on the capital-heavy business models of Silicon Valley’s [...]
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring
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 [...]
IBM’s next-gen mainframe chip is the first to run Arm and Z workloads on the same cores
IBM is announcing today at the annual Hot Chips conference what may be the most consequential change to mainframe architecture in decades: a processor whose cores can natively execute both IBM's [...]