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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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May 11, 2026 / Tyler Durden
A BrAIve New World For High Yield
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The Coming Constitutional Ice Age
Last fall during the opening of the United Nations in New York City, I recognized the face of a federal officer from his days working in law enforcement in New Jersey and mine as a trial judge. We chatted and I asked him what he was doing. He told me he worked for Immigration and […]
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Mar 28, 2026 / Jason Ditz
Three Lebanese Journalists Killed in Israeli Attack on Their Marked Press Vehicle
Near the southern Lebanese town of Jezzine, Israeli forces directly and repeatedly attacked a marked press vehicle, killing three journalists and wounding a number of others. The IDF fired four missiles at the vehicle during the attack. The confirmed fatalities were Fatima Ftouni of al-Mayadeen, Ali Shuaib of al-Manar TV, and Fatima’s brother Mohammed, last […]
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