Datadog, CrowdStrike, and Palo Alto Networks are among the most-upgraded tech stocks, but Datadog's post-earnings drop shows how stretched valuations raise the stakes for upcoming reports.
AMD and Cerebras Systems have unveiled a disaggregated inference architecture separating prompt processing from token generation, aiming to boost efficiency and capture enterprise AI demand from Microsoft Azure and Anthropic.
CrowdStrike partners with Cerebras Systems to boost Falcon AIDR inference speed, but CRWD stock dipped as investors weigh valuation ahead of its Sept. 1 earnings report.
Cerebras Systems (NASDAQ:CBRS) and OpenAI executives used a Paris technology event to outline the companies’ expanding infrastructure partnership, emphasizing faster AI inference, enterprise adoption of agents and a new European data center build-out.
Andrew Feldman, CEO of Cerebras, said the compa
Insiders at Alibaba, Cerebras Systems and CoreWeave have sold AI-related shares recently, with CoreWeave's $3.27 billion Q2 total raising the most concern among the three companies.
DeepSeek just released DSpark, an inference module that makes its AI models 60% to 85% faster without new hardware. Nvidia is simultaneously ramping a specialized decode rack that requires a second purchase decision from the same customers already buying its GPUs. Here is why that timing matters for the Nvidia investment case.
