十年前 这是一家没人看好的公司 从成立第一天 它就只想做一种 从来没有被造出来过的芯片 它试图挑战英伟达的霸主地位 却在成立之初屡屡碰壁 多次濒临倒闭 十年磨一剑 今年5月 它终于上市了 市值一度接近千亿美元 CEO说 我们愿意和每一家 Hyperscaler（超大规模云服务商）合作 提升AI推理速度 除了英伟达 当别人说“这个问题解决不了”的时候 你心里想的是 是“你”解决不了 我们有幸采访了Cerebras的早期投资人 和最早证明Cerebras产品可以落地的 研究人员 我们还和Cerebras内部负责产品的高管 讨论了近两年来Cerebras的转型 和IPO之后的动作 那串起这些蛛丝马迹之后 我自己也很惊讶地发现 要理解Cerebras上市的辉煌 我们需要回到十年前 回到一块白板 一个快要倒闭的创业公司 一段几乎没有人相信的物理学赌局 还有一个拥有当时全球最大语言模型的 AI实验室 如何在一个不可能的时间节点 成为了这个故事里最关键的那一页 这是Cerebras的故事 2014年 吴恩达离开斯坦福AI实验室 加入百度 受到Google Brain启发 百度投入了3亿美元 成立了位于硅谷的AI实验室 他们 ...

And I think the circular strategy where he's investing in everybody and trying to make sure everyone else wins to some degree I think it's like Jensen is leaving so much money on the table. And 2026 you have like SKH Micron and Samsung which are like right place right time price hikes just like squeeze margin out of the hyperscalers. Uh you know Nvidia stocks barely move this year even though these high-flying beta companies are going crazy cuz they're raising price.Benson isn't being insane on price. He pr ...

Strategic Acquisition - Advanced Micro Devices acquires Canadian startup Taalas [1] Industry Dynamics - Advanced Micro Devices expands its artificial intelligence chip offerings for the data center industry [1]

Market Trends & Industry Dynamics - Semiconductor and solar energy industries face new supply chain costs following trade policy changes [1] - Technology and renewable energy sectors monitor trade barrier impacts on manufacturing input expenses [1] Trade Policy & Potential Risks - Government implements a 15% tariff rate on critical semiconductor and solar panel materials [1] - Tariff implementation introduces potential cost increases for key manufacturing inputs [1]

President Donald Trump has signed an order imposing tariffs on imported polysilicon used in semiconductors and solar panels in a bid to reduce US reliance on foreign supplies that threatens national security https://t.co/xqwYXch4Mv ...

SpaceX plans to build its own power plants to support the massive semiconductor manufacturing facility it’s developing in Texas with Tesla https://t.co/IZwZDOtvuk ...

It will be awesome 😎Grummz (@Grummz):SpaceX just dropped the Terafab vision video and it’s nuts.It’s a megastructure for real.Largest chip fab on Earth, and it looks like a Cyberpunk city.This is the future I want. (Minus the dystopia). https://t.co/yuWTe2eLPt ...

Technological Innovation - Tesla is developing a Terafab facility designed to integrate lithography mask design, chip manufacturing, packaging, and testing under one roof [1] - The facility will produce both logic and memory chips while exploring entirely new computing architectures and pushing physical limits [2] Operational Efficiency - Engineers will be able to rapidly iterate by designing, testing, and improving chips within a single building [1] - The rapid design-to-test feedback loop could make chip development an order of magnitude faster than anywhere else in the world [2]

WELCOME TO MEET THE PRESS NOW I'M KRISTEN WELKER IN WASHINGTON, WHERE IN THE FACE OF TOUGH POLITICAL HEADWINDS ON THE ECONOMY AND IRAN, THE PRESIDENT AND REPUBLICANS APPEAR TO BE SEIZING ON A NEW MIDTERM MESSAGE, ONE THAT IS LESS FOCUSED ON THEIR RECORD AND MORE FOCUSED ON THEIR OPPONENTS. IT COMES AS AN INSURGENT, PROGRESSIVE LEFT RACKS UP MORE WINS IN DEMOCRATIC PRIMARIES ALL ACROSS THE COUNTRY. PRESIDENT TRUMP IS USING THOSE PROGRESSIVE VICTORIES TO BRAND THE DEMOCRATIC PARTY AS COMMUNIST, WHICH HE DID M ...

xStocks-issued assets have grown to 283.3k holdersStock tokens account for 97.8% of the total, led by NVDAx at 65.2kAssets on Solana account for 89.7% of holders, followed by BNB Chain at 4.6% & Ethereum at 4.2% https://t.co/tt3BYWovJk ...