Nvidia 2026 AI equity commitments cross $40B. New: 30M IREN warrants ($2.1B) + $3.4B managed-cloud for 5 GW at Childress TX, plus $3.2B Corning option.
Cerebras hikes IPO range to $125–$135 as orders hit ~$10B vs $3.5B on offer. Implied valuation comfortably above $26.6B; CBRS prices May 13.
Cerebras Systems prices CBRS on Nasdaq May 13 at a $24.5–26.6B valuation. WSE-3 maker reported $510M revenue in 2025 and holds a $10B OpenAI deal.
Cloudflare Infire (Rust) uses disaggregated prefill/decode to beat vLLM 0.10 by 20% on H100s. Unweight achieves 15–22% lossless model weight compression.
GR00T N1.7 VLA moves to commercial early access, removing research-only limits. Jensen Huang previewed GR00T N2 claiming 2× task success vs. current top VLAs.
NVIDIA acquired Groq for $20 billion on Christmas Eve 2025, absorbing the LPU team in its largest-ever deal. Groq founder and 90% of engineers joined NVIDIA.