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Cerebras is valued at about $48.8 billion based on the new IPO price of $150 to $160 per share. This is a relatively humble valuation in...
May 13, 2026
The best summary that I've seen published about AI data center failure rates is the following. (data published by Meta -- Nvidia GPUs...
May 13, 2026
K
Very interesting announcement.
Google might be missing because they are all in on optical switching (OCS) already with their...
May 13, 2026
K
MRC (Multipath Reliable Connection), announced by OpenAI (and AMD, Broadcom, Intel, Microsoft, Nvidia, in alphabetical order)
. Google...
May 13, 2026
K
Three updates on this one:
1) This article is much better than the S1 for us hardware types...
May 13, 2026
N
MRC (Multipath Reliable Connection), announced by OpenAI (and AMD, Broadcom, Intel, Microsoft, Nvidia, in alphabetical order)
. Google...
May 13, 2026
K
Thank goodness - They'll bring greater rationality to any negotiations.
May 13, 2026
K
The business leaders reportedly accompanying Trump to China include:
→ Elon Musk, Tesla & SpaceX CEO
→ Jensen Huang, Nvidia CEO
→ Tim...
May 13, 2026
There is a Sun Tzu quote that may apply here:
"Tactics without strategy is the noise before defeat"
:)
May 13, 2026
Even the most junior person I talk to thinks the share price is inflated on hope and hype. People are concerned that working on...
May 13, 2026
I've heard this over and over again from employees I know. They, and I, can't imagine what LBT is waiting for. The thinking I hear...
May 13, 2026
T
No big pharm CEO？
May 13, 2026
S
No Lisa Su as well
May 13, 2026
A heavy emphasis on the "change jobs" for sure. The jobs AI does not eliminate will be changed, absolutely. AI is definitely the next...
May 13, 2026
You were born in 1942? Well, that explains everything. 🙄
May 13, 2026
Daniel Nenni reacted to hist78's post in the thread Cerebras to raise IPO price range to $150-$160 as demand surges, sources say with
Like.
Cerebras is valued at about $48.8 billion based on the new IPO price of $150 to $160 per share. This is a relatively humble valuation in...
kvas reacted to Xebec's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with
Haha.
There is a Sun Tzu quote that may apply here: "Tactics without strategy is the noise before defeat" :)
Xebec reacted to Daniel Nenni's post in the thread Nvidia CEO Says He Has Plans to Either Change or Eliminate Every Single Person's Job With AI with