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Cerebras Prices May 13. The Chip Is Interesting. The Stock Isn't — Yet.

Cerebras Prices May 13. The Chip Is Interesting. The Stock Isn't — Yet.

$48.8 billion valuation. $4.8 billion raised. The largest IPO of 2026 globally. Cerebras bumped its price range 28% on May 11, $115-$125 up to $150-$160. After books came in 20x oversubscribed. Ten billion dollars in orders against a $3.5 billion offering. That doesn't
Bob M 11 May 2026
Nvidia's $40B AI Bet Is Vendor Financing With Extra Steps

Nvidia's $40B AI Bet Is Vendor Financing With Extra Steps

Bob M 11 May 2026

This Week in AI

Bob M 10 May 2026
One Engineer. Twenty People's Worth. Said On The Record This Week.

One Engineer. Twenty People's Worth. Said On The Record This Week.

Bob M 10 May 2026

# One Engineer. Twenty People's Worth. Said On

Bob M 10 May 2026
Anthropic Found Out Claude Was Blackmailing People. Then It Got Weird.

Anthropic Found Out Claude Was Blackmailing People. Then It Got Weird.

Bob M 09 May 2026
Any Chrome Extension Just Hijacked Claude. With Zero Permissions.

Any Chrome Extension Just Hijacked Claude. With Zero Permissions.

Bob M 09 May 2026
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