Category Compute

Cerebras Shares Sink on Margin Worries as CEO Says Investors Misread the Outlook

Cerebras stock fell nearly 20% after earnings as investors focused on lower margin guidance, despite strong revenue growth and narrower losses.

Europe is resisting the U.S. chip war as a proposed bill threatens ASML’s China sales and widens semiconductor export controls.

Ford quality reset reveals how automated systems failed, forcing the automaker to rehire engineers and rebuild its quality process.

Amazon India gets a new $13B AI and cloud investment, lifting its total commitment to $48B amid fierce competition from Microsoft and Google.

Fitbit Air blends simple tracking with an optional AI health coach, showing how Google is trying to make Fitbit more useful without forcing AI.

Oracle’s new filing spotlights AI layoffs across tech in 2026, as major companies cut staff while expanding AI investment and automation.

Reflection AI lands a massive compute deal with SpaceX, securing Nvidia GB300 access for its open-weight AI push.

OpenAI expands its AI cybersecurity push with Patch the Planet, new cyber tools and a broad effort to help secure open-source software.

Nvidia’s new cooling system can cut on-site use, but the AI water problem also includes power plants and chip manufacturing.

Groq funding hits $650M as the AI chipmaker pivots to cloud growth after Nvidia’s talent raid and IP deal.