🚨 Cerebras is going public at $26.6B. Wafer-scale AI inference chips hitting the IPO window. Banks fielding $10B in orders for a $3.5B offer. This is NOT a drill — the AI infrastructure buildout just entered its public market phase. Full breakdown on ai-tldr.dev

#AI #chips #IPO #devtools

AIwire (@AIwireNews)

Cerebras Systems가 기업공개(IPO) 추진 시작을 발표했다. AI 반도체 및 인프라 시장에서 주목받는 주요 소식으로, 회사의 성장과 AI 하드웨어 생태계에 중요한 변화로 볼 수 있다.

https://x.com/AIwireNews/status/2051357173955870805

#cerebras #ipo #aihardware #chips #aifinance

AIwire (@AIwireNews) on X

Cerebras Systems Announces Launch of Initial Public Offering @cerebras #AIwire https://t.co/SiSiNhd3V0

X (formerly Twitter)
#Shrinkflation #Food #Snacks #Crisps #Chips #CostOfLiving #Money #Shopping #Consumer #Cash #Cost #Reduction My newly opened “Grab Bag” of Monster Munch. By the look of it someone’s been grabbing them before me…

Forgot to mention I'd finished a new audio book.

Chip War by Chris Miller.

An interesting deep-dive into the history of semiconductor production and how the world go to where it is today with Asia being the largest exporter of chips and how everyone else is lagging behind.

Especially interesting during RAM-agedom and seeing NVIDEA say they have 0% market share in China now.

4/5 Long and dry but very informative if you like electronics and geo-polotics.

#audiobook #tsmc #chips #fabless

Wes Roth (@WesRoth)

앤트로픽이 영국 반도체 스타트업 Fractile의 특화 AI 추론 칩 구매를 논의 중인 것으로 알려졌다. 내년 출시 예정인 칩 확보를 검토하고 있으며, 이는 대규모 AI 추론 비용과 성능을 개선하기 위한 하드웨어 전략으로 보인다.

https://x.com/WesRoth/status/2051225329406996758

#anthropic #chips #inference #semiconductor

Wes Roth (@WesRoth) on X

Anthropic is reportedly in discussions to purchase specialized AI inference chips from Fractile, a UK-based semiconductor startup. The talks suggest Anthropic plans to buy the chips when they become available next year. Fractile's chip design relies on static random access

X (formerly Twitter)

ASML acelera sus máquinas EUV: 60 en 2026 (+36%) y apunta a 80 en 2027. La carrera por la IA depende de salas limpias, energía, proveedores y talento técnico, no solo de modelos. https://aidoo.news/noticia/rwJ3Ze

#Semiconductores #Chips #Europa #Tecnologia #CadenaDeSuministro

Fabricar 60 máquinas al año puede parecer poco. En la práctica, las de la europea ASML están marcando el ritmo de la IA

ASML, la empresa neerlandesa que fabrica máquinas de litografía ultravioleta extrema (EUV), jugará un papel clave en la expansión de la inteligencia artificial

Aidoo Noticias

ASML acelera sus máquinas EUV: 60 en 2026 (+36%) y apunta a 80 en 2027. La carrera por la IA depende de salas limpias, energía, proveedores y talento técnico, no solo de modelos. https://aidoo.news/noticia/rwJ3Ze

#Semiconductores #Chips #Europa #Tecnologia #CadenaDeSuministro

Fabricar 60 máquinas al año puede parecer poco. En la práctica, las de la europea ASML están marcando el ritmo de la IA

ASML, la empresa neerlandesa que fabrica máquinas de litografía ultravioleta extrema (EUV), jugará un papel clave en la expansión de la inteligencia artificial

Aidoo Noticias
@RxBrad ai eventually has to be accountable too, in the long run the impending 'wealth destruction' will help avert protectionism and foster competition in global mkts plus it will actually help smb sector with attainable hardware #cinderfella #fair trade ai #chips #steppings #porkchops and apple sauce
So it is caturday today, and the boys got to watch a crow dunk tortilla chips in the fountain yesterday #caturday #crow #chips #humor #funny #cat #cats

"Why do we need a European Chips Act?

Chips — also known as semiconductors — are the building block of all electronic products. They play a central role in our modern economies"

https://digital-strategy.ec.europa.eu/en/policies/european-chips-act

#chips #EU #business

ALT: An animated presentation of chip's lifecycle on Youtube by Google