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Cerebras Beats Revenue Estimates but Warns of Sharp Margin Drop

Raised full‑year sales guidance, disclosed major OpenAI and AWS contracts, heightening scrutiny of wafer‑scale yield and margin risks.

Cerebras Wins Wall Street Backing After Wafer-Scale Chip Showcase

Nvidia Unveils RTX Spark Superchip for Windows Laptops

Cerebras Doubles in Nasdaq Debut After $5.55 Billion AI Chip IPO

AI Chipmaker Cerebras Launches IPO Roadshow Targeting Up to $3.5 Billion

Tenstorrent Launches Galaxy Blackhole Servers and Networked AI Platform

SK hynix Starts Mass Production of 192GB SOCAMM2 for Nvidia’s Vera Rubin

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

Intel Adds Gaming Support to Arc Pro B70 and B65 in New WHQL Driver

Broadcom Ramps AI Infrastructure With 102.4 Tbps Switch Shipments as Bullish Targets Rise

Intel Sets Annual Xe GPU Cadence as Driver Extends XeSS 3 Frame Generation to All Arc GPUs

Reports Point to Nvidia Prepping Ultra‑High‑End RTX 50 GPU for Back‑to‑School 2026

Nvidia Pushes AI Into Weather With Open-Source Earth-2 Models

Microsoft Launches Maia 200 AI Inference Chip With Initial Deployment in Iowa

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

AMD Pushes Into AI Infrastructure With CES Launches and Aggressive Targets

Google’s TPUs Emerge as a Cheaper Inference Option as Nvidia’s Training Stronghold Persists

AMD Debuts Helios Rack Design as Oracle Commits to MI450 Cloud Supercluster in 2026

Huawei Details AI Roadmap, In‑House HBM and ‘SuperPoD’ Megaclusters to Cut Reliance on Nvidia

Intel Debuts Arc Pro B50 and B60 GPUs with High VRAM for AI and Workstations