Cerebras Already Has Ten Billion In Indications Of Interest With Mid May Pricing Eyed
An AI chipmaker that booked five hundred ten million in 2025 revenue is going public at forty billion — backed by a ten-billion OpenAI compute deal.
Technology
Microsofts Hundred Ninety Billion FY Twenty Six Capex Puts The Ten Q Versus Eight K Architecture On The Record
When a company adds fifty-five billion to its capex guide in a single quarter, the SEC asks: did this need an 8-K?
Anthropic Civilian Agency EO Table Reads This Week As The Pentagon Phaseout Reverses
Two months after Hegseth designated Anthropic a supply-chain risk, the White House is drafting an EO to bring the company back through the civilian door.
Meta Sets A May Twentieth Layoff Window Amid The Capex Buildout
Meta will cut roughly 8,000 jobs on May 20 while booking a $135B FY26 capex line — the layoff and the buildout share a calendar.
Australia Day Eight On The AI Biosecurity Office Meets Day Five Of US Federal Silence
Australia is eight days into a standing AI Biosecurity Office while Washington is five days into silence on the same threat — Canberra is shipping the structure the US AISI was supposed to provide.