Ai Cloud Startups

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Cerebras Shows IPO Market Will Pay Up for Messy AI Math

By The Information Staff · May 14, 2026 1:05pm PDT
Cerebras’ shares surged in their trading debut Thursday, showing that public investors are willing to look past unusual financial risks for companies tied to the AI infrastructure boom. That’s a striking reception for a company that does not look like the clean software listings investors used to love: Cerebras is an expensive... Cerebras’ shares surged in their trading debut Thursday, showing that public investors are...
Nvidia CEO Jensen Huang and Lepton's logo. Photo via Getty
Exclusive

Nvidia Nears Deal to Buy GPU Reseller for Several Hundred Million Dollars

By Kevin McLaughlin and Stephanie Palazzolo · Mar 26, 2025 10:06am PDT · 4 comments
Nvidia is in advanced talks to buy Lepton AI, a two-year-old startup that rents out servers powered by Nvidia’s artificial intelligence chips, in a deal worth several hundred million dollars, according to a person close to the company. The move is part of Nvidia’s push into the cloud and enterprise software market, in competition with major... Nvidia is in advanced talks to buy Lepton AI, a two-year-old startup that rents out servers...
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AI Agenda

The Rise of Startups That Help Other Startups Evaluate LLMs

By Stephanie Palazzolo · Sep 19, 2023 7:00am PDT · 1 comment
All but a handful of artificial intelligence startups typically fall into one of two camps.The first group uses a single large-language model, typically OpenAI’s GPT-4, to power their applications. These startups, which have often raised millions in venture capital, usually say, “If you’ve got the cash, why not use the top-of-the-line model?”But... All but a handful of artificial intelligence startups typically fall into one of two camps.The...
Meta's Menlo Park, Calif. campus. Photo via Getty
The Briefing

Where AI Researchers Will Be Happy

By Martin Peers · Jul 11, 2025 3:00pm PDT
We got big news this afternoon in the AI world, as we learned that OpenAI’s talks to buy Windsurf, maker of the popular Codeium AI coding assistant, have ended—and Google has hired Windsurf’s CEO and some staff. For more on this drama, see our story here. Lots of questions remain unanswered, including what these developments mean for... We got big news this afternoon in the AI world, as we learned that OpenAI’s talks to buy...
Nvidia CEO Jensen Huang, left, and Octo.AI CEO Luis Ceze. Photo by Getty; screenshot via YouTube.
Exclusive

Nvidia Recently Discussed Acquiring Software Startup OctoAI for $165 Million

By Anissa Gardizy, Aaron Holmes and Stephanie Palazzolo · Sep 17, 2024 11:37am PDT
Nvidia has been in advanced talks to buy OctoAI, a Seattle-based startup that sells software to make artificial intelligence models run more efficiently, according to a message sent to shareholders. The purchase would add to a string of small AI startup acquisitions by the AI chip heavyweight, which is trying to strengthen its software and... Nvidia has been in advanced talks to buy OctoAI, a Seattle-based startup that sells software to...