IPOs
AI Speedrun - OpenAI takes the lead in AI IPO horse race: 'Getting to public markets first is very important'
OpenAI's reported imminent IPO filing has sharply reversed prediction market odds, positioning it to beat Anthropic in the race to become the first major AI company to go public.
Weekly Casserole - After the Hottest IPO Debut (Cerebras) of the Year, Will SpaceX Top Over It, and What Next?
Cerebras Systems’ explosive Nasdaq debut has propelled the chip designer into the $100 billion club, boosting AI infrastructure landscape yet again, as it pivots from hardware sales to a direct cloud offensive against titans like Google and Microsoft. With OpenAI once eyeing the company as a "secret weapon"
Weekly Casserole - Cerebras IPO, US-China Talk Kick-Off in Seoul, Jensen Huang’s Last-Minute Invite, Alibaba/Tencent Results and more — Fueling another Rally or Forging a Rivalry?
AI is pivoting toward a "transactional infrastructure" phase, where the focus has shifted from general AI hype to the specific mechanics of deployment and trade. In the semiconductor space, capital is aggressively chasing inference-specialized hardware to solve the high-latency bottlenecks currently stalling real-time AI applications.
