#ai-infrastructure

Cerebras $CBRS fell about 14% after hours after Q2 revenue of $180M missed the $194M LSEG consensus by $14M. Adjusted loss per share beat expectations, and full-year core-revenue guidance rose to $880M-$890M.

20% premarket gain followed $2.58B of Q2 revenue, up 112% year over year and above the $2.56B LSEG consensus. CoreWeave also narrowed its adjusted loss versus expectations while raising its full-year revenue range.

Mistral is pairing a plan for up to 1 GW of European compute by 2030 with region-selectable inference. The package adds SLA-backed priority capacity and third-party open models, starting with GLM-5.2.

Safe Superintelligence will expand its compute by an order of magnitude through NVIDIA investment and access to Vera Rubin systems. The deal turns a productless frontier lab into a strategic customer for upcoming AI infrastructure.

NVIDIA $NVDA and SK Group outlined a $500B-plus AI infrastructure partnership that links large AI factories with next-generation memory supply. SK Telecom plans a 2GW Vera Rubin DSX AI Factory, while SK hynix will co-develop and supply HBM-class AI memory.

Bristol Myers Squibb is adding a second DGX SuperPOD built on eight DGX Vera Rubin NVL72 systems. The move turns AI infrastructure from a specialist resource into a shared platform for researchers across the company’s global drug-discovery pipeline.

AP reports that AI data-center spending likely topping $700B this year is feeding into memory-chip costs, electricity prices, consumer electronics, and Fed inflation debates. The AI buildout is now a macro variable, not just a capex line.

NVIDIA detailed Vera, a CPU designed for agentic AI workloads where tool calls, code execution, retrieval, and verification sit between model calls. The company claims 50% higher IPC than Grace and 1.8x sustained per-core performance versus x86 on agentic execution workloads.

Microsoft plans a Pecos, Texas datacenter campus that adds about 2 GW of global capacity. The project ties AI cloud growth directly to dedicated onsite energy infrastructure.

OpenAI has taken the formal first step toward a US IPO without setting a listing date. Its X post drew more than 2.5M views, underscoring how closely investors are watching AI lab capital needs.

NVIDIA says Vera is now in full production and can complete agentic workloads 1.8x faster than x86 CPUs. OpenAI, Anthropic, SpaceXAI, ByteDance, CoreWeave, and OCI are among the names tied to adoption or evaluation.

The thread focused on a concrete supply-chain link: HBM demand for AI racks can squeeze DDR and LPDDR supply for everyday devices.