Search results for Cerebras
AI & Enterprise
AI demand is near limitless, industry figures say, as chip stocks swing
Industry figures pushed back against market worries that demand for AI infrastructure is slowing. They said companies are becoming more sensitive to AI costs, but underlying demand for computing power and data centres remains strong and continues to exceed supply. They viewed moves by Meta and xAI to sell or lease spare capacity as exceptions rather than a sign of weakening demand. Executives said firms are changing how they adopt AI, focusing on value and shifting toward open-source and task-specific models.
AI & Enterprise
AI memory shortage lifts Micron, raises concern over prolonged rise in IT device prices
Rising demand for memory chips driven by the spread of artificial intelligence is delivering record-level gains for semiconductor companies, while prices for major consumer electronics are climbing, the article said. Micron reported results well above expectations and its shares jumped. SK Hynix is pursuing a U.S. IPO. Apple raised Mac and iPad prices and Microsoft increased Xbox console prices. The trend is also spreading to AI chips, manufacturing equipment and enterprise AI services.
Industry
SpaceX IPO countdown raises fears of repeat of Figma, Cerebras slump
Jim Cramer raised concerns that SpaceX shares could soar excessively ahead of its IPO, triggering damaging market effects. He assessed the risk of abnormal price spikes on the first trading day and the entry of inexperienced investors using market orders. SpaceX is set to begin trading on June 12 at an IPO price of $135 a share, valuing it at $1.77 trillion. Cramer cited Figma and Cerebras as examples of post-IPO slumps after early surges.
-
AI & Enterprise
OpenAI weighs releasing in-house chip abstraction software to run AI across multiple chips
-
Industry
SpaceX IPO day nears; three variables investors should watch
-
AI & Enterprise
Cerebras compresses 163 seconds into 5 seconds, says GPU era is over
-
Industry
SpaceX kicks off biggest-ever IPO, picks Goldman Sachs as lead underwriter
-
AI & Enterprise
Cerebras IPO surge focuses Wall Street money on SpaceX and OpenAI
-
AI & Enterprise
Cerebras Systems tops $100 billion in market value on Nasdaq debut
-
Crypto
Ripple enters top 10 in U.S. private unicorn index, alongside SpaceX and OpenAI
-
AI & Enterprise
Anthropic in talks to buy inference chips from UK AI chip startup Fractile
-
AI & Enterprise
\"2026 is the first year of AI agents... Four priorities needed to move beyond testing to deployment\"
-
Industry
Nvidia rivals emerge as AI chip dominance war heats up
-
AI & Enterprise
Coding AI all-out battle as inference-focused AI chip shake-up accelerates
-
AI & Enterprise
Nvidia to unveil first dedicated inference chip as AI inference chip rivalry intensifies
-
AI & Enterprise
AWS allies with Cerebras, targets AI inference market
-
Industry
Nvidia to unveil new chip in March targeting AI inference computing
-
AI & Enterprise
OpenAI unveils lightweight Codex version, adds dedicated chips