SF Jul 24, 2026 · 8:45 AM

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Cerebras and AMD team up to challenge Nvidia's grip on AI inference

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Cerebras and AMD team up to challenge Nvidia's grip on AI inference

AMD and Cerebras announced a disaggregated inference partnership on July 23, 2026, combining AMD's Helios rackscale systems with Cerebras' Wafer-Scale Engine chips and claiming up to 5x higher tokens per second per watt. Cerebras stock jumped 5% on the news while AMD fell 3%, underscoring which company the market sees as the winner in this deal.

Walter Schulze

5 min read

503 reads

Amazon orders sellers to label AI-generated people in product images after New York law

6 min read · 539 reads

Amazon orders sellers to label AI-generated people in product images after New York law

Oracle locks the entire US military into a 10-year, $7 billion on-premises software deal

5 min read · 552 reads

Oracle locks the entire US military into a 10-year, $7 billion on-premises software deal

Barabas Men Endless Suit

8 min read · 551 reads

Lightning Finds BARABAS Twice: From a Rolling Stone Photo to the White World Cup Final Suit

Higgsfield AI tells creators they own their videos but quietly claims a perpetual worldwide license to train on them

5 min read · 568 reads

Higgsfield AI tells creators they own their videos but quietly claims a perpetual worldwide license to train on them

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