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Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity [...]
Baseten takes on hyperscalers with new AI training platform that lets you own your model weights
Baseten, the AI infrastructure company recently valued at $2.15 billion, is making its most significant product pivot yet: a full-scale push into model training that could reshape how enterprises wean [...]
AI inference costs dropped up to 10x on Nvidia's Blackwell — but hardware is only half the equation
Lowering the cost of inference is typically a combination of hardware and software. A new analysis released Thursday by Nvidia details how four leading inference providers are reporting 4x to 10x redu [...]
Together AI's ATLAS adaptive speculator delivers 400% inference speedup by learning from workloads in real-time
Enterprises expanding AI deployments are hitting an invisible performance wall. The culprit? Static speculators that can't keep up with shifting workloads.Speculators are smaller AI models that w [...]
Train-to-Test scaling explained: How to optimize your end-to-end AI compute budget for inference
The standard guidelines for building large language models (LLMs) optimize only for training costs and ignore inference costs. This poses a challenge for real-world applications that use inference-tim [...]
Perplexity AI unveils hybrid local-cloud inference system at Computex 2026
Perplexity AI, the fast-growing search startup now valued at $20 billion, unveiled what it calls the first hybrid local-server inference orchestrator at Computex 2026 on Monday night, demonstrating so [...]
The team behind continuous batching says your idle GPUs should be running inference, not sitting dark
Every GPU cluster has dead time. Training jobs finish, workloads shift and hardware sits dark while power and cooling costs keep running. For neocloud operators, those empty cycles are lost margin.The [...]