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.
inference
Model routing is the quiet control layer behind enterprise AI
Model routing decides which AI model should answer each request. It is how enterprises cut inference cost without blindly sacrificing quality.
What is FinOps for AI? Managing the GPU bill before it manages you
FinOps is the discipline for putting structure around variable technology spend. AI breaks the cloud cost model in three ways — and this is what the new practice looks like.
What is quantization? How AI models get smaller without getting much worse
Quantization is what lets a 70B model fit on consumer hardware. What it actually is, the math in one paragraph, the methods that matter (GPTQ, AWQ, GGUF, bitsandbytes, FP8), what you lose, and when to care.
What is vLLM? The open-source inference server that ate the inference stack
The open-source inference server that ate the inference stack. What PagedAttention actually does, how continuous batching works, performance versus TGI / TensorRT-LLM / SGLang, when to pick it, and the LF AI governance that made it vendor-neutral.