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AI & Enterprise

Cerebras IPO surge focuses Wall Street money on SpaceX and OpenAI

AI chip designer Cerebras Systems surged about 70 percent on its first day of trading, signalling renewed investor interest in U.S. technology IPOs. Its debut lifted its market value to about $95 billion, marking the biggest U.S. IPO this year and the largest tech listing since Uber in 2019. Analysts also see a widening concentration of capital on mega-sized candidates such as SpaceX, OpenAI and Anthropic, while non-AI software companies face weaker demand.

AI & Enterprise

Tech Insight: Headless software era raises new competitive advantage

Enterprise software companies such as Salesforce and ServiceNow are rolling out headless platforms designed for AI agents, drawing attention to how the software landscape may change. Andreessen Horowitz partner Seema Amble wrote that as agents read and write data directly, competitive advantage will shift away from UI-driven habits. She said hard-to-copy workflows, defensible proprietary data, ownership of an execution layer, real-world fulfillment and potential network effects will matter more.

AI & Enterprise

AI search shifts brand strategy to GEO in zero-click era

As AI search spreads rapidly, the core of brand strategy is shifting from advertising to generative engine optimisation (GEO), Aenact CEO Son Seung-wan said. He said search is moving from a search engine to an answer engine, accelerating a “zero-click” trend. He cited rising use of ChatGPT and Gemini in South Korea and said traffic for news media has fallen since the second half of 2025. He said Korea lags in SEO, urged investment in owned media and warned of an “anchor gap”.