Ai Demand

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OpenAI Burned $3.7 Billion in First Three Months of 2026

By Erin Woo · Jun 16, 2026 4:26pm PDT · 7 comments
OpenAI burned through $3.7 billion in the first quarter, more than half its $5.7 billion in revenue, according to documents the company shared with shareholders. Both cash burn and revenue tripled from the same period the previous year, signaling how even with strong AI demand, making money from AI continues to be challenging. The company ended... OpenAI burned through $3.7 billion in the first quarter, more than half its $5.7 billion in...
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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...
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Intel is Now Pricier Than TSMC: That Makes No Sense

By Anita Ramaswamy · Jan 22, 2026 9:06am PST · 2 comments
Intel’s stock price has more than doubled in the past five months, since President Donald Trump announced the U.S. government would buy a 10% stake in the ailing chip manufacturer, followed by similar investments from SoftBank and Nvidia. Investors are betting the new capital, coupled with a surge in AI demand, will help resuscitate the company.... Intel’s stock price has more than doubled in the past five months, since President Donald Trump...