TOP STORIES

AI

The token economy: The state of AI mid-2026

Gigawatt factories in the Texas scrub. Thirty trillion tokens a day. A $30 billion storage company, a search engine built for machines, and a continent trying to buy its independence one graphics processing unit at ...

SPECIAL REPORT BY JOHN FURRIER | 4 DAYS AGO

AI

AI model mania and the new chip gold rush

THIS WEEK IN ENTERPRISE BY ROBERT HOF | 7 HOURS AGO

INFRA

Shares of memory chip giant SK hynix rise after it bags $26.5B in blockbuster US listing

BY MIKE WHEATLEY | 20 HOURS AGO

AI

Pulling out the AI stops at RAISE Summit Paris

GUEST COLUMN BY JASON BLOOMBERG | 4 HOURS AGO

AI
AI

AI model mania and the new chip gold rush

THIS WEEK IN ENTERPRISE BY ROBERT HOF | 7 HOURS AGO

INFRA
AI
    Andrew Feldman, founder and CEO of Cerebras Systems, talks to theCUBE about how inference speed is becoming the defining competitive advantage in AI infrastructure, at RAISE Summit 2026.INFRA play_arrow

    Cerebras Systems positions inference speed as the defining edge in AI infrastructure

    The race to build the fastest AI infrastructure is reshaping the semiconductor industry, with inference speed emerging as the defining competitive dimension of the AI era. As AI model wars intensify across OpenAI, Anthropic and Google, the underlying compute layer is under pressure to keep pace — and the companies ...

    BY JONATHAN ANTHONY - 1 DAY AGO

    INFRA

    Cerebras Systems positions inference speed as the defining edge in AI infrastructure

    BY JONATHAN ANTHONY - 1 DAY AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      AI

      Alex Karp, frontier models and the real fight for Enterprise AI

      Palantir Technologies Inc. Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central enterprise artificial intelligence debate. Karp’s argument is that frontier model vendors (he didn’t mention Anthropic and OpenAI by name) intend to suck the knowledge out of enterprises and destroy ...

      BREAKING ANALYSIS BY DAVE VELLANTE - 5 DAYS AGO

      AI

      Alex Karp, frontier models and the real fight for Enterprise AI

      BREAKING ANALYSIS BY DAVE VELLANTE - 5 DAYS AGO