Cerebras argues that agentic workflows make speed a precondition for whole classes of AI applications. The chipmaker, which raised $5.5 billion in its May 2026 IPO, built its business on much faster processors.
Nvidia has officially detailed its new RTX Spark platform, which aims to bring AI into the home and run it locally.
A Frandroid journalist tested whether an AI model running entirely on a laptop with Nvidia's RTX Spark chip could replace ChatGPT during an 11-hour flight from San Francisco to Paris. It worked for answering questions, but not yet for everything else, and battery life was a constraint.
Microsoft and Nvidia held a launch event in San Francisco last week for the first RTX Spark laptops, a new wave of AI PCs. The Verge reports from a follow-up Nvidia briefing on how Windows is being tuned for the platform.
Signs of distress at AI cloud provider CoreWeave deepened on Thursday, with its credit default swaps reaching distressed levels as investors grow wary of AI-related debt.
TSMC posted a record quarter but cannot make chips for everyone. Nvidia, Apple, Broadcom and AMD are competing hard for its production capacity.