Cerebras IPO at $86B: What the 168x Multiple Underwrites
Cerebras priced May 13 and closed day one at a ~168x revenue multiple. The first-day pop is the smaller story. The capex signal underneath it is the bigger one.
Analysis
The AI agent buffet is closing: why Claude's new credits matter
Anthropic's new Agent SDK credits are more than a Claude billing change. They mark the line between human-paced AI subscriptions and metered agent automation.
Salesforce Agentforce 360: What Enterprise Buyers Should Ask
Agentforce 360 brings observability, MCP, and FedRAMP High to Salesforce's agent platform. Here's what the public record shows, what it doesn't, and how to pilot it.
Open-Weights Wave: Qwen 3.6, Granite 4.1, HiDream-O1, and the Capability Floor in April-May 2026
Qwen 3.6 (27B dense, 35B-A3B MoE), IBM Granite 4.1 (3B/8B/30B), HiDream-O1 image gen, and Hugging Face ml-intern all shipped in April-May 2026 — all permissively licensed. Inside: benchmarks, hardware, deployment patterns.
Gemini Intelligence on Android: Multi-Step Agents, Vibe Widgets, and the iOS Crossover
Gemini Intelligence brings multi-step app automation, AI dictation, and vibe-coded widgets to Samsung Galaxy S26 and Pixel 10 this summer. Inside: what it does, how it compares to iOS, and what readers can do today.
Microsoft Agent 365 GA: AI Agent Governance Becomes a Procurable Product
Microsoft Agent 365 reached general availability on May 1 at $15 per user per month, packaging identity, governance, and security for enterprise AI agents. Here is what it actually does, how it compares, and what readers can do today.
DeepSeek V4 on Huawei Ascend: Open Weights, MoE at Trillion Scale, and the Self-Hosting Path
DeepSeek V4 ships under MIT license in two MoE sizes (1.6T Pro and 284B Flash) with 1M-token context. Huawei's Ascend 950 SuperNode handles inference. Here is what readers can do with it — and what comes next.