Cerebras nearly doubled its first-quarter revenue to $193.4 million and guided 2026 sales above Wall Street estimates, but its stock fell about 10% after warning that core gross margins would drop sha…
OpenAI has begun testing its first in-house AI chip, Jalapeño, designed for inference to reduce costs and reliance on Nvidia. The chip is part of Project Nexus, a collaboration with Broadcom, with pro…
Cerebras shares fell on their earnings debut as the company reported margins below those of AI chip rivals like Nvidia and AMD, raising concerns about its competitive position in the AI chip market.…
The AI hardware supply chain faces severe constraints, with TSMC holding 72% of advanced chip manufacturing and ASML monopolizing EUV lithography. CoWoS packaging capacity is sold out through 2026, an…
Despite widespread fears about AI replacing jobs, many companies are quietly hiring junior talent, recognizing that AI cannot yet replicate human skills in complex problem-solving, creativity, and con…
Tensordyne is developing AI chips that use a logarithmic number system to multiply numbers more efficiently than conventional floating-point math, aiming to improve compute efficiency for AI workloads…
A technologist expresses internal conflict over AI, agreeing with accelerationists, artists, nationalists, doomers, and openness advocates simultaneously, highlighting the contradictions in current AI…
A developer built an AI crypto trading bot and rigorously tested it for an edge, finding that the directional LLM-based strategy had no edge after accounting for costs, while a delta-neutral funding c…
Tensordyne announced Napier, a 3nm AI processor and rack-scale inference platform using logarithmic math to reduce multiplier area and improve inference economics. The company claims its TDN72 rack ca…
A solo developer has built an AI coding stack for under $100/month by mixing subscription APIs, budget APIs, and self-hosted open-source models. The approach combines frontier models for complex reaso…
AI chip startup Tensordyne has taped out its data center inference chip, claiming an order-of-magnitude improvement in power efficiency over Nvidia GPUs. The company's 72-chip Napier server, built on …
India and the UAE partnered to deploy an AI supercomputer in India using Cerebras chips, bypassing Amazon, Microsoft, and Google. The deal, signed by G42 and India's Centre for Development of Advanced…
A high-fidelity architectural simulator for the Cerebras CS3 Wafer-Scale Engine (WSE) has been developed, modeling 720,000 processing elements on a 2D mesh to enable performance analysis and software …
Google released Gemini 3.5 Flash, a hybrid model that balances speed and cost for agentic tasks, outperforming previous models on benchmarks like Terminal-Bench and MCP Atlas while running up to 12x f…
UBS has backed Cerebras (CBRS) in the AI inference race, signaling growing investor confidence in the chipmaker's technology. The investment positions Cerebras as a key competitor in the AI infrastruc…
Cerebras CEO Andrew Feldman said Wednesday at the Bloomberg Tech conference that the AI chipmaker will work with every major hardware maker except NVIDIA, positioning the company as the connective lay…
A developer released Brontosaurus, a web-based generative canvas that creates visual widgets from spoken commands in under a second. The tool uses OpenAI's gpt-oss-120b model served by Cerebras at 3,0…
India is partnering with the United Arab Emirates to deploy an AI supercomputer on its own soil, challenging the dominance of Amazon, Microsoft, and Google in cloud-based AI computing. The deal, signe…
Cerebras Systems is positioned to benefit from continued growth in artificial intelligence demand, with its specialized chip architecture driving innovation and market share gains. The company's stock…
A developer abandoned attempts to make an AI website builder generate proper desktop layouts through prompt engineering after two weeks of failed iterations. The engineer found that large language mod…