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2 GoKawiil briefs on this topic

Cerebras Leads AI Inference Hardware Race with $5.55B Nasdaq IPO

Cerebras Systems, a key player in inference-focused AI chips, successfully launched its IPO on Nasdaq, raising $5.55 billion and achieving a valuation of approximately $23 billion. The company's early backing by the author, who invested when it was valued at around $2 billion, underscores its prominence in the hardware infrastructure for running AI models efficiently at scale.

ASML reports 0% of revenue from Europe in first half of 2026

ASML executive Frank Heemskerk said the company sold no lithography systems to European customers in 2026, down from 1% of revenue in 2025 and 5% in 2024. He attributed this to a lack of new chip factory investment in Europe and said ASML is in talks with EU officials, including Ursula von der Leyen, about boosting demand for European-made chips.