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Articles and field reports exploring topics related to Cerebras.
The AI-chip rally finally cracks: a 'chip-wreck' selloff sends the Philadelphia Semiconductor Index down nearly 8% as Micron and SanDisk drop double digits on doubts about debt-funded AI spending. Cerebras posts 92% revenue growth behind a $20 billion OpenAI inference deal, and Taiwan's leveraged TSMC frenzy stokes bubble fears. On the positioning side, Eurosatory 2026 makes the contested-navigation era official—Honeywell's Kestrel hardens drones against GPS denial while HENSOLDT unveils SkyBarrier, a mobile jammer built to take all four GNSS constellations offline at once.
