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Cerebras · IPO
Cerebras stock jumps 108% on day one after $5.5B IPO
AI chipmaker Cerebras raised $5.5 billion in the first huge tech IPO of 2026; shares opened at $385, more than double the IPO price.
Google · Chips
Google launches two new AI chips to compete with Nvidia
The eighth-generation TPU splits into TPU 8t for training and TPU 8i for inference, with up to 3x faster training.
Nvidia · Chips
US imposes 25% tariff on Nvidia H200 chips headed to China
Trump signed a proclamation taxing advanced AI chips that pass through the US on their way abroad. AMD's MI325X is also covered.
OpenAI · Cerebras
OpenAI signs a deal reportedly worth over $10 billion with Cerebras for faster responses
Cerebras will deliver 750 megawatts of compute to OpenAI through 2028, aimed at making ChatGPT answer faster.
Nvidia · CES 2026
Nvidia launches Vera Rubin: up to 5x faster than Blackwell for AI
Jensen Huang told CES 2026 that Vera Rubin is in full production, with OpenAI, Anthropic and AWS among its users.