2 posts
Technology
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"
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
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