Cerebras stock gains on AMD partnership
Andrew Feldman, co-founder and CEO of Cerebras Systems, holds the Wafer Scale Engine 3 chip at the Nasdaq…
AMD and Cerebras partner on low-latency, high-throughput AI inference — EPYC processors in Helios rack-scale infrastructure paired with Cerebras’ Wafer-Scale Engine (WSE) solutions
AMD and Cerebras Systems on Thursday announced plans to develop a platform that would combine AMD’s EPYC processors…
Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Quick Read Microsoft targets $190B and Amazon $200B in 2026 AI CapEx, with Amazon’s free cash flow already…
Wonder founder and Minnesota Timberwolves co-owner Marc Lore is betting on AI-created sauces and drone BBQ delivery
Wonder founder and CEO Marc Lore is cooking up a lot of intrigue in the food business. Lore…
‘Customers prefer AI chatbots,’ says British Gas owner as 1,300 call centre jobs axed | Centrica
The owner of British Gas has claimed that most households would rather speak with an AI chatbot than…
Blackstone CEO Stephen Schwarzman says firm is ‘mindful’ of ‘excessive exuberance’ in AI
Blackstone (BX) CEO Stephen Schwarzman said Thursday that his firm has been selective in its investments in the…
The Overlooked Infrastructure Play Quietly Winning the AI Boom
The PHLX Semiconductor Sector index has jumped by an impressive 68% this year despite the recent sell-off in…
AI Infrastructure Will Mint More Millionaires Over the Next Decade: 3 Stocks to Buy Right Now
Many investors who want exposure to the booming artificial intelligence (AI) market often focus on top-tier chipmakers like…
Joanna Stern used AI for ‘almost everything’ for a year—the No. 1 tool she’ll keep using
If you’re using artificial intelligence, odds are you’re looking for the best way to integrate it to make…
ServiceNow stock jumps on strong revenue as company shrugs off AI disruption fears
What happened: ServiceNow (NOW) gained 3% in early trading on Thursday. What’s behind the move: The Santa Clara,…
Google’s New Chip in the Works May Run AI Up to 10x Cheaper — Why This Efficiency Breakthrough Makes the Stock a Screaming Buy
Quick Read Alphabet stock dropped ~3% post-earnings as $45B quarterly CapEx spooked investors, but resilient cloud and search…
European semiconductor stocks diverge as investors weigh AI demand, growth expectations
By Nathan Vifflin and Ozan Ergenay July 23 (Reuters) – European semiconductor stocks moved sharply on Thursday after…