OpenAI Partners With Cerebras For 750 MW Computing Power Deal Through 2028
The deployment will roll out in multiple stages starting in 2026 and make it the largest high-speed AI inference deployment in the world, Cerebras said.
Stocktwits·1mo ago
Why Gavin Baker Thinks Nvidia’s Groq Deal Is Bad News For Many AI Chip Firms
Nvidia’s Groq deal underscores a narrowing field for independent AI chipmakers, according to Gavin Baker.
Stocktwits·2mo ago
Palo Alto Slides As Analysts Slash Price Targets Post Q3 Print, But Retail Is Buoyant
Analysts trimmed price targets due to softer recurring revenue growth and cautious longer-term outlooks amid evolving AI strategies.