Market Pulse
Featured Story
Cerebras Systems Reports $584 Million Nine-Month Revenue and Amends MBZUAI AI Compute Agreement
Cerebras Systems Inc. filed its quarterly report for the period ended September 30, 2026, revealing a shift in its revenue mix toward cloud and services.
Miner Weekly: These Miners Cut Hashrate 50% as AI Revenue Doubles
IREN, Core Scientific and TeraWulf nearly halved their bitcoin hashrate in Q3 as AI revenue doubled, while Bitdeer captured a growing share of mining rewards. ...
13h ago
Nvidia’s Huang Resigns as CEO Amid Probe, Kress Takes Interim Role
Nvidia co-founder Jensen Huang resigned as president, chief executive officer and a director, effective immediately, ending his leadership of the chipmaker amid a board investigation into whether he was targeted by a foreign intelligence operation.
14h ago
Nebius Flags Revenue Delays, Plans Up to $45 Billion in 2027 Spending
Nebius Group said capacity delays will push some revenue into next year as the AI cloud provider raised its 2026 capital spending forecast and outlined plans to invest as much as $45 billion in 2027.
15h ago
Alice Huang Helped Secure $7.5B in Nvidia Chips for China, Report Says
Alice Huang helped secure about $7.5 billion in Nvidia chips for China through a network of companies, including shipments of restricted processors, according to The Information.
1d agoInterview Series
TEM Explainer Series
Most Read
- 1
Cerebras Systems Reports $584 Million Nine-Month Revenue and Amends MBZUAI AI Compute Agreement
- 2
Nvidia’s Huang Resigns as CEO Amid Probe, Kress Takes Interim Role
- 3
Nebius Flags Revenue Delays, Plans Up to $45 Billion in 2027 Spending
- 4
Virginia Curbs State Support for Large Data Centers, Plans Tighter Rules
- 5
Miner Weekly: These Miners Cut Hashrate 50% as AI Revenue Doubles
Nexus Pillars
Comprehensive Company Coverage
From Vistra and Constellation to CoreWeave and NVIDIA. We track the entire supply chain from fuel to floating-point operations.