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#Amazon Web Services
Earnings
Cerebras’ revenue surge cannot hide AI-chip margin math
Cerebras earnings showed 94% revenue growth, but a 36%-38% margin guide explained why investors sold the stock after its IPO debut.
By Avery Lin
Deals
Cerebras (CBRS) IPO debut jumps 89% as AI test starts
Cerebras IPO debut lifted shares 89% above the offer price, giving Wall Street its first live test of AI hardware valuations in 2026.
By Naomi Voss
Markets
Anthropic-Microsoft AI chip talks test Nvidia's grip on compute
Anthropic Microsoft AI chip talks show leading model labs are turning compute buying into leverage, pressuring Nvidia and giving Azure a fresh opening.
By Sloane Carrington
