Less than a week after completing the largest tech IPO of 2026, Cerebras Systems is making its most aggressive play yet to dominate the fast-growing AI inference market. On Monday, the Sunnyvale-based chipmaker announced that it is now running Kimi K2.6 — a trillion-parameter open-weight model developed by Beijing-based Moonshot AI — for enterprise customers at nearly 1,000 tokens per second, a speed no GPU-based provider has come close to matching.The result, independently verified by benchmarking firm Artificial Analysis, clocked in at 981 output tokens per second, making Cerebras 6.7 times faster than the next-fastest GPU-based cloud provider and 23 times faster than the median. For a standard agentic coding request involving 10,000 input tokens, Cerebras delivered the full response [...]
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 [...]
OpenAI on Thursday launched GPT-5.3-Codex-Spark, a stripped-down coding model engineered for near-instantaneous response times, marking the company's first significant inference partnership outsi [...]
Enterprises can't fix their GPU waste problem because the fix makes the problem worse. Releasing idle capacity would improve utilization, but the same shortage driving GPU prices up is exactly wh [...]
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 [...]
DeepSeek’s announcement over the weekend that it has made its 75% price cut permanent on its flagship V4 Pro model is a disruptive assault on the capital-heavy business models of Silicon Valley’s [...]
Nvidia on Monday unveiled a deskside supercomputer powerful enough to run AI models with up to one trillion parameters — roughly the scale of GPT-4 — without touching the cloud. The machine, calle [...]
The $29.3 billion AI coding tool just got caught with its provenance showing. When Cursor launched Composer 2 last week — calling it "frontier-level coding intelligence" — it presented t [...]