Cerebras Sets $3.5B IPO at $26.6B Valuation: The First AI Chip Listing Has Arrived
Cerebras prices 28M shares at $115-$125, targeting a $26.6B valuation on $510M revenue. Pentagon AI contracts freeze out Anthropic. Microsoft Agent 365 goes GA.
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4 wires tagged Policy.
Google Cloud Next 2026: TPU 8t/8i, Gemini Enterprise Agent Platform, and a $750M Partner Fund
Google unveils eighth-gen TPU 8t/8i chips and the Gemini Enterprise Agent Platform at Cloud Next 2026, backed by a $750M partner fund. OpenAI, Tencent, Anthropic, and NEC round out a week of consolidation moves.
The Borrower and the Lender
Amazon put up to $25B more into Anthropic. Anthropic pledged $100B back to AWS over a decade. The frontier lab is now a tenant of its largest investor.
The House Divided: When the Same Government Says Yes and No to the Same AI
The NSA is deploying an AI model that the Pentagon has officially blacklisted. That contradiction is not a bug in the system. It is the system.