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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9 entries tagged Policy · 4 wires · 5 terms.
Wisdom Wire
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.
Dictionary
Content Credentials
A cryptographically signed provenance record that travels with a piece of media to say how, when, and by whom it was created or modified, including whether AI was involved.
Cyber-Permissive Model
An AI model specifically trained or fine-tuned to perform offensive and defensive cybersecurity tasks that standard consumer AI safety filters would normally block.
Pre-Deployment Evaluation
The practice of an outside party, often a government body, testing a frontier AI model for dangerous capabilities before it is released to the public.
Regional AI Anchor
A frontier lab's in-country presence that links its models to a nation's regulator, top enterprises, and research universities so the stack becomes the default path for everyone downstream.
Sovereign AI
The practice of governments running their own LLM training and inference infrastructure inside national borders to keep model weights, data, and compute under domestic jurisdiction.