Bloomberg Technology
‘Inference Speed Makes Markets Bigger,’ says Cerebras CEO
AMD is teaming up with Cerebras on a new server designed to slash response times, taking direct aim at Nvidia and promising some of the fastest AI systems on the market. Cerebras CEO Andrew Feldman explains how the partnership works, why speed is becoming the next battleground in AI infrastructure, and what it means for…
Bloomberg Technology
Microsoft AI CEO, Mustafa Suleyman on Why Industry Needs a ‘Red Line’ for AI
Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he’s taking a human first approach in an interview with Bloomberg’s Shirin Ghaffary for the Q&AI newsletter. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: …
Bloomberg Technology
Accel Sees AI Opportunity Shifting to Applications
The AI spending boom is showing no signs of slowing down, but as billions pour into models, chips and data centers, investors are asking where the biggest returns will actually be. Accel Partner Matt Weigand, who focuses on late-stage technology investments including AI infrastructure, says the AI boom is the biggest technology cycle Silicon Valley…
Bloomberg Technology
Anthropic Goes Big on Compute, Microsoft Rethinks AI
Bloomberg’s Tim Stenovec breaks down Anthropic’s $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai’s history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping “very productive” with little to show for it. And, Microsoft steps back from the race to build a personal chatbot by…
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@mMorPG13
July 24, 2026 at 4:18 pm
This guy just a pipedream with no actual product.
@briancase6180
July 24, 2026 at 4:50 pm
“they have an enormous backlog.” Yet, somehow, AMD will be able to send Helios systems to your Cerebras cloud rather than the customers who created that “enormous backlog.” Hmmm, maybe their backlog isn’t as big as we thought…. And, “we don’t depend on HBM,” instead, we depend on the literal MOST EXPENSIVE MEMORY IMAGINABLE, on-chip SRAM. And, we depend on whole-wafer integration, also the most expensive fabrication imaginable. Look, they can run small models and small parts of large models very fast. But you have to ask “at what cost?” And the cost is VERY HIGH. Prohibitively high. If you ask me, Cerebras is paying AMD full price for the Helios systems they’ll be getting. So, yes, they *are* using HBM because Helios uses GOBS of HBM, way more than Nvidia. Which makes Helios one of the most expensive systems you can use. Etc. You get the idea. Just be informed, that’s all I ask.
@dwiss2556
July 24, 2026 at 6:29 pm
For the non-techies: Inference is the actual result of the AI thinking. The output. The part that every company currently points to in their Terms of Services as this:
‘We cannot guarantee that answers, services, or other output from this device will be accurate, reliable, appropriate, or complete. It is your obligation to verify the accuracy and appropriateness of any answers or other output and to use your own human judgment, particularly when it involves matters having a legal or material impact on you, such as, for example, health, medical, legal, education, safety, insurance, financial, housing, or employment matters.’
@Very_generic_username
July 24, 2026 at 7:34 pm
How big can their chip scale tho. If the full model + context can’t fit within a single chip you’re just interface limited.
@plpk
July 25, 2026 at 5:52 am
2:57 that’s what she said