Cerebras filed an S-1 on April 17 for a Nasdaq listing under $CBRS, reporting 2025 revenue of $510.0M, up 76%, and 2025 net income of $237.8M after a $481.6M net loss in 2024. The filing says OpenAI committed to a multi-year deal valued at more than $20B and received a 33.4M-share warrant subject to vesting.
HN did not upvote this just for another AI backlash post. The thread dug into whether LLMs are changing the operating cost of search, work, education, and software trust, with commenters split between constrained use, stronger policy, and outright refusal.
Allbirds $BIRD became the only Reddit-selected item in this run after a r/wallstreetbets post linked Reuters reporting that shares jumped over 400% on an AI pivot. CNBC said the company’s market value rose from about $21 million on Tuesday to $148 million on Wednesday after a $39 million asset-sale agreement.
TSMC $TSM reported NT$572.48 billion in first-quarter net income, up 58.3% year over year and above the NT$543.32 billion LSEG SmartEstimate cited by CNBC. The foundry guided second-quarter revenue to $39.0 billion-$40.2 billion as AI demand kept advanced capacity tight.
Stanford HAI’s new report says the measurement gap is now part of the AI story, not a side note. U.S. private AI investment reached $285.9 billion in 2025, while documented AI incidents rose to 362 from 233 a year earlier.
ASML $ASML gained 1.1% after first-quarter net sales of €8.8 billion and net profit of €2.8 billion beat LSEG expectations of €8.5 billion and €2.5 billion. The company lifted its 2026 sales outlook to €36 billion-€40 billion as AI-related chip demand continued to tighten capacity.
Meta says it has moved AI into the core of its cross-company risk review program. The company argues that automation now helps prefill documentation, surface legal requirements, and flag privacy, safety, and security issues earlier in product development.
Microsoft says AI is reshaping how the Microsoft Security Response Center discovers, validates, and remediates vulnerabilities. The April 7 post ties that work to Claude Mythos Preview testing, Project Glasswing, and eventual customer access through Microsoft Foundry.
S-GAME says Phantom Blade Zero is in the final stage of development and is still keeping art, maps, weapons, and motion work anchored to human creators rather than gen-AI replacement.
Microsoft said it will invest more than US$1 billion in Thailand’s cloud and AI infrastructure from 2026 to 2028. The company paired the infrastructure commitment with regulatory engagement, an e-commerce generative AI feasibility study, and workforce and startup collaboration.
VGC reports that Lucas Pope has become more reluctant to discuss unfinished projects because he worries ideas can now be copied or absorbed by AI systems before they are released. The Papers, Please creator also says the success of his earlier games has made the prospect of a next major release harder to approach.
Kotaku reports that Take-Two’s head of AI, Luke Dicken, said his time at the company and that of his team had come to an end, even as leadership continues to describe generative AI as an active strategic priority. The contrast makes the reshuffle notable beyond one layoff notice.