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At Mayfield, Singh will focus on semiconductor, cybersecurity, and physical AI investments.
Tiger Global's Chase Coleman was busy buying Cerebras and Intel stock in Q2.
It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.
The performance gap could reshape AI infrastructure economics
Fractile, a startup developing chips tailored for artificial intelligence use that has a deal to supply Anthropic PBC, is in advanced talks to notch a valuation more than six times higher than the price it landed in May.
Tiger Global added a new position in Cerebras during Q2. The AI infrastructure company appears set to grow for the foreseeable future.
Advanced Micro Devices (AMD) has just completed a multi tranche debt offering of almost US$5b to fund its push into AI and data center markets. This new capital is already tied to partnerships with Microsoft and Cerebras, along with launches like Instinct Coder and potential work with Google on custom AI hardware. See our latest analysis for Advanced Micro Devices. The fresh bond deal has arrived during a mixed stretch for Advanced Micro Devices shares. The stock has pulled back about 4% over...
ARK is betting on the AI-chip newcomer.
Cerebras Stock in Focus After Cathie Wood's $8.8 Million AI Chip Bet
FLEX is deepening its AI infrastructure push with power and cooling investments, positioning its integrated platform for long-term growth.
Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI trade heads next.
Harvard Management Co. disclosed a $2.2 billion stake in Space Exploration Technologies Corp., an early investment in Elon Musk‘s rocket company whose value became public for the first time following SpaceX’s blockbuster Nasdaq debut in June. A Bigger Bet Than...
Cerebras Systems Inc. (NASDAQ:CBRS) unveiled a new AI system Tuesday that it says can generate answers up to 30 times faster than GPU-based alternatives, taking another shot at Nvidia Corp. (NASDAQ:NVDA) in the fast-growing market for AI inference. The new...
Cerebras Launches Next-Gen CS-4 as AI Inference Race Heats Up
Cerebras Systems has introduced the CS-4, a significant advancement in AI chips, claiming it to be the fastest AI accelerator available today. Built on the new Wafer Scale Engine 3 Turbo, the CS-4 offers up to 30 times more speed and 10 times more throughput per watt compared to GPU-based solutions, significantly enhancing data center efficiency. This new development sets a benchmark for AI inference speed and enables support for models with over 50 trillion parameters. The CS-4, part of a...
The upstart chipmaker recently reported strong second-quarter revenue growth and issued an upbeat outlook.
Wood said soaring memory prices will encourage engineers to develop cheaper alternatives and attract additional supply.
Cerebras investors appeared to book profits on Tuesday after the company’s sharp rally the previous day.
Cerebras Systems (NASDAQ:CBRS) outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman. Feldman said the company recently we
Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”
Cerebras debuts a new rackscale system it says is the fastest AI accelerator in the industry.
Cerebras shares tumbled after a Q2 revenue miss, but its new OpenAI deployment could give investors a fresh reason to reconsider the beaten-down AI chip stock.
The Morning Bull - US Market Morning Update Tuesday, Aug, 18 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh weaker US retail spending against stubborn inflation expectations and rising global bond yields. July retail sales fell 0.6%, with core sales down 0.2%. That signals households are pulling back a bit, which can pressure company revenues. At the same time, a key consumer survey shows year ahead inflation...