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Cerebras Plunges To Post-IPO Low On Striking Admission: The US Has A Dire Shortage Of Operating Data Centers

Cerebras Plunges To Post-IPO Low On Striking Admission: The US Has A Dire Shortage Of Operating Data Centers Just over two years ago, we first penned our views on "The Next AI Trade", which looked beyond the hyperscalers and the data centers supporting the AI revolution, and instead focused on the energy and logistical needs that would be so very critical in allowing the US to dominate China in the existential race to first reach Artificial General Intelligence (which many have dubbed the next nuclear arms race due to its...
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Feb 22, 2026 / Dave DeCamp
Witkoff Says Trump Is ‘Curious’ Why Iran Hasn’t ‘Capitulated’
US envoy Steve Witkoff said in an interview with Fox News that aired on Sunday that President Trump was “curious” that Iran hasn’t “capitulated” to US demands due to the major US military buildup in the Middle East and threats of war. “I don’t want to use the word frustrated because [Trump] understands he has […]
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May 4, 2026 / Tyler Durden
UAE Threatens Military Response After Iran Missile Attack Results In Injuries, Fire At Key Oil Site
UAE Threatens Military Response After Iran Missile Attack Results In Injuries, Fire At Key Oil Site Summary Fujairah says 3 injured in Iranian attack on Oil Industry Zone, UAE confirms "air defenses are now dealing with a missile threat", we have gotten reports of explosions in Dubai, which has sent oil higher and Emini futures into the red. UAE threatens retaliation.  CENTCOM hails two US merchant ships exiting Hormuz Strait safely in "first step". Bessent issues remarks warning the US "will fire if fired upon." Iran insists Hormuz is under its control & says...
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Mar 31, 2026 / Tyler Durden
Pentagon Weighs Anti-Drone Laser Weapon Deployment In DC To Fortify Airspace
Pentagon Weighs Anti-Drone Laser Weapon Deployment In DC To Fortify Airspace We outlined a glaring security gap in U.S. counter-drone defenses well before the U.S.-Iran conflict erupted one month ago. At the time, we specifically pointed out that data centers are largely unprepared for drone threats. We believe the Gulf conflict - after Iran bombed multiple data centers and military bases - has likely pushed the federal government into panic mode, accelerating efforts to deploy counter-drone systems around high-value targets across the homeland, whether military bases or civilian infrastructure. This brings...
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