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Cerebras raised $5.55B and surged 68% on Nasdaq debut, the largest US tech IPO since Snowflake in 2020, but a 200x revenue multiple and a single-customer backlog tell a more complicated story.
Sam Altman testified that Elon Musk demanded majority control of OpenAI from the beginning, with an opening ask of 90% equity - a revelation that reframes the entire lawsuit.
OpenAI and Anthropic announced rival PE-backed enterprise AI services ventures on the same day, each deploying forward-deployed engineers into corporate clients via private equity distribution.
Cerebras Systems raised its IPO price to $150-$160 per share after investors placed over $10 billion in orders on a $3.5 billion offering - 20 times oversubscribed.
NVIDIA and IREN plan 5 GW of DSX-aligned AI factories, backed by a $2.1B investment warrant and a $3.4B, five-year GPU cloud contract.
Meta posted a record Q1 2026 revenue of $56.3 billion on April 29, then announced 8,000 layoffs and raised its AI infrastructure budget to $145 billion - sending the stock down 7% despite the record earnings.
China's state semiconductor fund is leading DeepSeek's first-ever VC raise at a $45B valuation, signaling a strategic shift from chip investment to backing AI model labs directly.
SAP buys German tabular AI startup Prior Labs and commits €1B to build Europe's first frontier AI lab, while also acquiring data lakehouse Dremio in a two-front push on structured enterprise data.
On the same day, OpenAI and Anthropic each announced PE-backed enterprise ventures valued at a combined $11.5B, both built on the forward-deployed engineer model Palantir made famous.
Nebius agrees to acquire 20-person MIT inference startup Eigen AI for $643M, betting that optimizing every token per Nvidia chip is the real moat in the AI infrastructure race.
Cohere acquires Germany's Aleph Alpha at a $20B combined valuation, backed by a €500M Schwarz Group commitment, to build a transatlantic challenger for sovereign enterprise AI.
Google commits up to $40 billion to Anthropic alongside five gigawatts of cloud compute, making it the largest single infrastructure bet in AI history.
