Semi Analysis
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.
Silicon Bakery - It’s Getting Hotter and Hotter, What’s the Next Wave in Semiconductors?
The semiconductor industry is officially entering its $1 trillion era, fueled by a massive $600 billion hyperscale capex surge projected for 2026. Industry consultants view this as a structural revolution beyond cyclicals. As the market begins to look past GPUs & Hyperscalers, the question remains: what will the next wave
