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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 [...]
NTT Unveils Breakthrough AI Inference Chip for Real-Time 4K Video Processing at the Edge
In a major leap for edge AI processing, NTT Corporation has announced a groundbreaking AI inference chip that can process real-time 4K video at 30 frames per second—using less than 20 watts of power [...]
NTT Research Launches New Physics of Artificial Intelligence Group at Harvard
When a parent is teaching their young child to relate to the world, they teach through associations and the identification of patterns. Take the letter S, for example. Parents show their child enough [...]
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 [...]
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 [...]
Mistral AI launches Vibe, expands into industrial AI and announces data center push to challenge OpenAI
Mistral AI used its first-ever developer conference on Wednesday to announce a sweeping expansion into industrial manufacturing, a new inference data center south of Paris, and a rebranding of its con [...]
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 [...]