#ai-chips

The discussion focused on a sharper bottleneck than GPU branding: memory is becoming the largest cost center in AI infrastructure.

Cerebras is taking another run at public markets after its 2024 IPO effort was delayed and withdrawn. TechCrunch reports the AI chip startup logged $510M in 2025 revenue and has demand signals tied to AWS data centers and an OpenAI deal reportedly worth more than $10B.

Investor appetite for AI silicon may be reaching beyond data center giants. Reuters reports that South Korea's DeepX is preparing a domestic listing, could consider a U.S. listing later, and plans to pick IPO banks after its current funding round wraps in the first half of 2026.

Meta says custom silicon is critical to scaling next-generation AI and has published a roadmap update for its MTIA family. The company says it accelerated development enough to release four generations in two years as model architectures keep changing faster than traditional chip cycles.

Meta struck a multiyear agreement to purchase up to $100B in AMD MI450 AI chips covering ~6GW of data center power demand. Includes warrants for 160M AMD shares and accelerates Meta's 'personal superintelligence' AI roadmap.