Cerebras Names OpenAI a Customer a Lender and a Shareholder on the Same Page
OpenAI is a $20 billion buyer, a $1 billion lender and a near-10 percent shareholder in Cerebras — and the S-1 puts all three on one page in plain English.
David Chen
Bureau: Beijing
Vercel Confirms Its Breach Reaches Beyond Context AI
Vercel's update names a second compromise, predating the April incident — and the procurement warning label any company running OAuth tokens just got bigger.
Treasury Warns Banks Against Chinese Teapot Refineries as Hengli Restructures Its Singapore Unit
Same day, two moves: Washington tells banks to back off, Hengli quietly hands its trading arm to a state-owned Dalian entity.
Kimi Is Now a Cloudflare Workers AI Endpoint
Kimi K2.6 ships as @cf/moonshotai/kimi-k2.6 with REST, binding, and OpenAI-compatible endpoints — a Chinese model now one model string away from production.
Context AI Update Pushes the Token Theft Window Back to February
The OAuth tokens were live for two months before anyone downstream noticed.
China Sends Two Warships Past Penghu as Lai Announces a Coast Guard Overhaul
Iran absorbed two months of US strategic attention; the Taiwan Strait operating tempo changed inside that window.
Iran's Storage Tanks and Tanker Fleet Are the Real Blockade Countdown
Iran has 20 large tankers usable as floating storage and weeks of onshore capacity — the timer that matters is barrels, not carrier dispositions.
Microsoft's Wednesday Backlog Will Show How Much of It Is OpenAI
Microsoft's January call said 45% of its $625 billion remaining performance obligations was expected from OpenAI; tonight's print is the next disclosure window.
ShinyHunters Posts a $2 Million Ransom for Vercel's OAuth Tokens
The threat actor is demanding two million dollars on BreachForums for stolen API keys, repos, and 580 employee records — and has not contacted Vercel directly.
Nvidia Hosts Kimi K2.5 on Its Own Developer Platform Days After Cloudflare
Nvidia's NIM platform now serves Moonshot's Kimi model with NeMo fine-tuning support — two U.S. infrastructure providers, one Chinese model, same week.