Cerebras reports Q3 core revenue up 70% YoY to $230.9M, vs. $214.7M est., issues strong guidance, and announces a Microsoft deal; CBRS jumps 15%+ after hours

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‘It’s a mistake for Nvidia to let Jensen resign’: reactions from tech leaders on Jensen Huang’s resignation

Nvidia announced this morning that Jensen Huang has resigned as CEO following reports of two affairs, including one with an alleged Chinese spy and one with a direct report. The situation surrounding Huang has unfolded quickly, with The New York Times only reporting on Friday that Huang and the suspected

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First RAM, now circuit boards: AI demand is stretching some PCB orders to 30 months

* PC makers including HP and Dell are struggling to secure PCBs for 2027 as AI servers absorb board capacity * Canon says AI-driven PCB shortages have doubled its expected medical sales hit to about ¥90 billion * One supplier cites some orders taking up to 30 months even as Unimicron's

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Sources: Kalshi is in talks to raise funding at a $65B valuation, weeks after closing a round at a $40B valuation; its annual run rate recently surpassed $5B

More: Reuters, CNBC, New York Times, Tech Brew, NBC News, Wired, BBC, CNBC, NPR, The Economist, SemiAnalysis, New York Times, Daring Fireball, PYMNTS.com, Ars Technica, Fox News, CoinDesk, San Francisco Chronicle, Barron's Online, Key Context, TechCrunch, Bloomberg, Mashable, Tom's Hardware, Cointelegraph, Decrypt, The Guardian, Axios,

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How Natera designed an agentic AI system for lab ops with Amazon Bedrock AgentCore | Amazon Web Services

At Natera, a leader in cell-free DNA (cfDNA) testing, keeping lab instruments up and running is critical, because equipment downtime disrupts sample processing. Natera’s lab engineering team, led by Ariel Jirau worked with AWS to build SWARM (Systematic Workflow Analytics and Resolutions Manager), an agentic AI system for lab

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‘It’s a mistake for Nvidia to let Jensen resign’: reactions from tech leaders on Jensen Huang’s resignation

First RAM, now circuit boards: AI demand is stretching some PCB orders to 30 months

Sources: Kalshi is in talks to raise funding at a $65B valuation, weeks after closing a round at a $40B valuation; its annual run rate recently surpassed $5B

How Natera designed an agentic AI system for lab ops with Amazon Bedrock AgentCore | Amazon Web Services