🗣️ Cramer: '#SpaceX está 4 veces sobre-suscripta, pero #Cerebras fue 20 veces y el trato fue un fracaso'.

https://mastodon.social/@WhisprNews/116727440523333456

🚀 Jim Cramer advierte: la IPO de #SpaceX podría repetir el fracaso de #Cerebras. Aunque esté sobre-suscripta, los inversores iniciales ya perdieron un 30%. ¿#Bitcoin y el #oro sufren el impacto?
¿La búsqueda de computación de IA ha descubierto las próximas Cerebras? – ButterWord

General Compute is betting SambaNova will be the next breakout chipmaker.

ButterWord

288-ядерный Xeon 6+ и другие серверные CPU

В марте 2026 года на конференции MWC компания Intel показала серверные процессоры Xeon 6+ с кодовым названием Clearwater Forest, которые официально побили мировой рекорд на количество ядер в CPU — до 288 ядер на процессор. Это 576 ядер в стандартной двухпроцессорной конфигурации на матплате. Монструозные CPU были анонсированы в октябре прошлого года, задолго до массового производства. Похоже, что Intel удалось преодолеть все технические проблемы и наладить их выпуск. Это первые CPU для дата-центров, которые изготавливаются по новому техпроцессу 18A (класс 1,8 нм). В продаже они появятся в первой половине 2026 года.

https://habr.com/ru/companies/ruvds/articles/1039594/

#cerebras #intel #датацентры #nvidia #серверные_cpu #ruvds_статьи

288-ядерный Xeon 6+ и другие серверные CPU

В марте 2026 года на конференции MWC компания Intel показала серверные процессоры Xeon 6+ с кодовым названием Clearwater Forest, которые официально побили мировой рекорд на количество ядер в CPU — до...

Хабр

Cerebras stock skyrockets after blockbuster IPO debut boosts artificial intelligence sector excitement worldwide.

#Cerebras #AIStocks #IPO #TechNews

https://meyka.com/blog/cerebras-stock-may-18-ai-chip-ipo-soars-68-in-blockbuster-debut-1805/

Cerebras Stock May 18: AI Chip IPO Soars 68% in Blockbuster Debut | Meyka

Cerebras stock soars 68% in largest tech IPO since Uber, raising $5.55B. AI chip maker valued at $95B as investors bet on semiconductor demand.

🚨 NEWS: Eclipse e Cerebras: La Scommessa sul Mondo Fisico che Ridefinisce gli Investimenti nell'Intelligenza Artificiale

Ecco i punti chiave in breve:
💡 Quando Lior Susan iniziò a investire in aziende hardware e manifatturiere oltre dieci anni fa, la sua strategia sembrava controcorrente in un panorama dominato da software e serviz...

🚀 LINK: https://meteoraweb.com/news/eclipse-e-cerebras-la-scommessa-sul-mondo-fisico-che-ridefinisce-gli-investimenti-nellintelligenza-artificiale

#cerebras #ventureCapital #hardwareAI #eclipse #investimentiAI

#Cerebras Systems, a competitor to #Nvidia, went public with a market cap nearing $100 billion. Cerebras’ #chips, designed for #AIinference, are significantly larger than Nvidia’s #GPUs and are in high demand, with the company sold out until 2027. While Cerebras operates its own data centres, it also competes with firms in the custom ASIC space. https://www.cnbc.com/2026/05/15/nvidia-cerebras-stock-price-ipo.html?eicker.news #tech #media #news
will the musk- openai trial get settled in the next few weeks - likely but will it really amount to all that much? openai will get devalued a few rungs but overall likely that general status quo stays intact - all US ai companies are going to get taken down a few rungs and ipos will be lower, valuations will be cut but still bullish, just more subdued #cerebras #avgo

🚨 NEWS: AI 2026: la resilienza di Cerebras e la nuova strategia prodotto di OpenAI con Greg Brockman

Ecco i punti chiave in breve:
💡 Il panorama dell'intelligenza artificiale sta vivendo una fase di profonda ristrutturazione, dove le lezioni del passato si intrecciano con le ambizioni del futuro. Da un lato, la...

🚀 LINK: https://meteoraweb.com/news/ai-2026-la-resilienza-di-cerebras-e-la-nuova-strategia-prodotto-di-openai-con-greg-brockman

#cerebras #chatGPT #codex #iPO #openAI

US Top News and Analysis | What you need to know about Nvidia competitor Cerebras after wild IPO

AI generated summary, Read the full article for complete information.

Cerebras Systems’ blockbuster IPO, which closed with a market cap just under $100 billion, underscores the exploding demand for AI chips that can serve as alternatives to Nvidia’s GPUs. The Silicon Valley firm builds massive custom ASICs—its WSE‑3 chip is the size of a dinner plate, about 57 times larger than the biggest GPU and contains roughly 50 times more transistors—designed for faster inference rather than the training tasks that Nvidia’s general‑purpose GPUs excel at. After the IPO, Cerebras began operating its chips inside its own data‑center cloud, positioning itself against hyperscalers and other ASIC specialists such as Groq, SambaNova, D‑Matrix and Rebellions. The offering made two of its co‑founders billionaires and paves the way for further ASIC‑focused startups to go public as the AI hardware market rapidly expands.

Read more: https://www.cnbc.com/2026/05/15/nvidia-cerebras-stock-price-ipo.html

#Nvidia #Cerebras #Meta #Alibaba #Google #Microsoft #OpenAI #AndrewFeldman #SeanLie #TSMC #