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.
Technology
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 HBM memory, and why does AI need so much of it?
HBM is the high-bandwidth memory glued to every modern AI accelerator — and the single component most likely to be the bottleneck the next time someone says 'we need more GPUs.'
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.
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.
Gemini 3.1 Pro: 2M Tokens, Native Multimodal, and the Long-Context Frontier
Gemini 3.1 Pro ships with a 2-million-token context window and native multimodal reasoning across text, image, audio, and video. Here is how the architecture, pricing, and practical workflows actually shape up — and what readers can do with it today.