Cerebras

Cerebras keeps growing, but misses forecast as hardware sales dip amid explosive increase of AI cloud revenue.

When AMD's Helios meets giant wafers from Cerebras, it is not like when Odysseus meets with the Laestrygonian Giants, they collaborate to build an ultimate data center solution.

Cerebras' sales hit half a billion dollars in 2025, but 86% of its revenue comes from Abu Dhabi-based G42 and Mohamed bin Zayed University of Artificial Intelligence, which represents major risks.

The U.S. Commerce confirms work on new export regulations for AI accelerators, but implies they will not resemble the ill-fated AI Diffusion Rule.

The Trump administration is working on sweeping export regulations over AI hardware that will make large AI clusters a topic of intergovernmental talks.

OpenAI on Thursday released GPT-5.3-Codex-Spark, its first AI model served on chips from Cerebras Systems, marking the ChatGPT maker’s first production deployment on non-Nvidia silicon.

Cerebras, maker of the world's largest AI chips, has had its X account compromized by a crypto scam, which also involves the launch of a fraudulent coin.

Tesla's Stress tool detects and disables faulty cores in Dojo wafer-scale processors, which power Dojo clusters with millions of cores, without interrupting AI training.

TSMC is prepping a 9.5-reticle, 7,885 mm² multi-chiplet packages on 120×150 mm substrates with integrated power management for future AI and HPC processors.