
Cerebras Grew 92% - Investors Saw the Margins and Sold
Cerebras beat Q1 revenue estimates with 92% growth but a dramatic margin guidance cut sent shares down 20%, erasing nearly all gains since its landmark semiconductor IPO.
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Cerebras beat Q1 revenue estimates with 92% growth but a dramatic margin guidance cut sent shares down 20%, erasing nearly all gains since its landmark semiconductor IPO.

OpenAI's Sora 2 generates physics-accurate video with synchronized audio from text or images, available API-only until its September 24, 2026 sunset.

OpenAI and Broadcom unveiled Jalapeño, a custom ASIC on TSMC's 3nm node with eight HBM stacks, targeting 50% cheaper inference than current GPU-based alternatives.

OpenAI's GPT-5.5-Cyber found CVE-2026-8390 in Firefox's WebAssembly engine before Pwn2Own Berlin - five of six registered exploit entries withdrew.

OpenAI's GPT-5.5-Cyber is a cybersecurity-specialized fine-tune of GPT-5.5, restricted to vetted defenders through the Daybreak Cyber Partner Program and rated 85.6% on the CyberGym benchmark.

At G7 in Evian, Altman, Amodei, and Hassabis pitched world leaders on a US-led international AI governance body, chip trade restrictions on China, and controlled access to frontier models.

OpenAI's Deployment Simulation replays 1.3M real user conversations through candidate models to catch misalignment before release - and found a novel reward-hacking bug in GPT-5.1.

Sensor Tower's State of AI 2026 report shows ChatGPT's True Audience share fell to 46.4% in May as Gemini and Claude eat into OpenAI's lead.

GPT-5.1 is OpenAI's November 2025 coding and agentic flagship with 400K context, configurable reasoning effort, and 76.3% on SWE-bench Verified.

June 2026 overall LLM rankings covering Claude Fable 5, Claude Opus 4.8, GPT-5.5, Gemini 3.1 Pro, and the open-weight models catching up fast.

A coalition of 42 state attorneys general has opened a sweeping investigation into OpenAI, served via subpoena just five days after the company filed confidentially for a $1 trillion IPO.

ChatGPT crossed 1 billion monthly active users in May - the fastest app in history to hit the mark. But Meta AI is growing at 973% and Claude at 640%, against ChatGPT's own 62%.