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.
Technology
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.
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.
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.
Tesla Names Itself as Intel's First 14A Foundry Customer
On Tesla's earnings call, Musk said the company will use Intel's 14A process at the Austin Terafab — the first named external customer for the troubled node.
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.
Figma Says Half Its Biggest Customers Use AI Partners On the Day Adobe Closes Semrush
Figma told Wall Street its AI partners power half its biggest customers; the same day, Adobe finished swallowing one of those partners' competitors.