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Oracle Trying To Lure Workers To Nashville For New 'Global' HQ

An anonymous reader quotes a report from Bloomberg: Oracle is trying -- and sometimes struggling -- to attract workers to Nashville, where it is developing a massive riverfront headquarters. The company is hiring for more roles in Nashville than any other US city, with a special focus on jobs in its crucial cloud infrastructure unit. Oracle cloud workers based elsewhere say they've been offered tens of thousands of dollars in incentives to move. Chairman Larry Ellison made a splash in April 2024 when he said Oracle would make Nashville its "world headquarters" just a few years after moving the software company from Redwood City, California, to Austin. His proclamation followed a 2021 tax incentive deal in which Oracle pledged to create 8,500 jobs in Nashville by 2031, paying an average salary above six figures. "We're creating a world leading cloud and AI hub in Nashville that is attracting top talent locally, regionally, and from across the country," Oracle Senior Vice President Scott Twaddle said in a statement. "We've seen great success recruiting engineering and technical positions locally and will continue to hire aggressively for the next several years." Still, Oracle has a long way to go in its hiring goals. Today, it has about 800 workers assigned to offices in Nashville, according to documents seen by Bloomberg. That trails far behind the number of company employees in locations including Redwood City, Austin and Kansas City, the center of health records company Cerner, which Oracle acquired in 2022. A lack of state income tax and the city's thriving music scene are touted by Oracle's promotional materials to attract talent to Nashville. Some new hires note they moved because in a tough tech job market, the Tennessee city was the only place with an Oracle position offered. To fit all of these workers, Oracle is planning a massive campus along the Cumberland River. It will feature over 2 million square feet of office space, a new cross-river bridge and a branch of the ultra high-end sushi chain Nobu, which has locations on many properties connected to Ellison, including the Hawaiian island of Lanai. [...] Oracle has been running recruitment events for the new hub. But a common concern for employees weighing a move is that Nashville is classified by Oracle in a lower geographic pay band than California or Seattle, meaning that future salary growth is likely limited, according to multiple workers who asked not to be identified discussing private information. A weaker local tech job market also gives pause to some considering relocation. In addition, many of the roles in Nashville require five days a week in the office, which is a shift for Oracle, where a significant number of roles are remote. For a global company like Oracle, the exact meaning of "headquarters" can be a bit unclear. Austin remains the address included on company SEC filings and its executives are scattered across the country. The city where Oracle is hiring for the most positions globally is Bengaluru, the southern Indian tech hub. Still, Oracle is positioning Nashville to be at the center of its future. "We're developing our Nashville location to stand alongside Austin, Redwood Shores, and Seattle as a major innovation hub," Oracle writes on its recruitment site. "This is your chance to be part of it."

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Boeing Knew About Flaws in UPS Plane That Crashed in Louisville, NTSB Says

The National Transportation Safety Board said in a report this week that a UPS cargo plane that crashed in Louisville, Ky., last year, killing 15, had a structural flaw that the manufacturer Boeing had previously concluded would not affect flight safety. The New York Times: The N.T.S.B. has said that cracks in the assembly holding the left-side engine in place may have contributed to the November crash, though it has not officially cited a cause. The part had fractured in similar fashion on at least four other occasions, on three different airplanes, according to the report, which cited a service letter that Boeing issued in 2011 regarding the apparent flaw. In the service letter, which manufacturers issue to flag safety concerns or other problems to aircraft owners, Boeing said that fractures "would not result in a safety of flight condition," N.T.S.B. investigators wrote. The plane that crashed was an MD-11F jet, made by McDonnell Douglas, a company that Boeing acquired in the 1990s. It was taking off from Louisville and bound for Hawaii on Nov. 4 when a fire ignited on its left engine shortly after takeoff. The plane crashed into several buildings, including a petroleum recycling facility, on the outskirts of the Louisville Muhammad Ali International Airport. The three crew members on board and 11 people on the ground were killed in the crash; a 12th person on the ground died of injuries sustained during the episode.

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Raspberry Pi's New Add-on Board Has 8GB of RAM For Running Gen AI Models

An anonymous reader shares a report: Raspberry Pi is launching a new add-on board capable of running generative AI models locally on the Raspberry Pi 5. Announced on Thursday, the $130 AI HAT+ 2 is an upgraded -- and more expensive -- version of the module launched last year, now offering 8GB of RAM and a Hailo 10H chip with 40 TOPS of AI performance. Once connected, the Raspberry Pi 5 will use the AI HAT+ 2 to handle AI-related workloads while leaving the main board's Arm CPU available to complete other tasks. Unlike the previous AI HAT+, which is focused on image-based AI processing, the AI HAT+ 2 comes with onboard RAM and can run small gen AI models like Llama 3.2 and DeepSeek-R1-Distill, along with a series of Qwen models. You can train and fine-tune AI models using the device as well.

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Why Go is Going Nowhere

Go, the ancient board game that China, Japan and South Korea all claim as part of their cultural heritage, is struggling to expand its global footprint because the three nations that dominate it cannot agree on something as basic as a common rulebook. When Go was registered with the International Mind Sports Association alongside chess and bridge, organizers had to adopt the American Go Association's rules because the East Asian trio failed to reach consensus. In 2025, China's Ke Jie withdrew from a title match at a Seoul tournament after receiving repeated penalties for violating a rule that the South Korean Go association had introduced mid-tournament. China's Go association responded by barring foreign players, most of them South Korean, from its domestic competitions. It also doesn't help that the game's commercial appeal is fading. Japan's Nihon Ki-in, the country's main Go association, has started exploring a potential sale of its Tokyo headquarters. Young people across the region are gravitating toward chess, shogi, and video games instead.

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Students Increasingly Choosing Community College or Certificates Over Four-Year Degrees

DesScorp writes: CNBC reports that new data from the National Student Clearinghouse indicates that enrollment growth in four year degree programs is slowing down, while growth in two year and certification programs is accelerating: Enrollments in undergraduate certificate and associate degree programs both grew by about 2% in fall 2025, while enrollment in bachelor's degree programs rose by less than 1%, the report found. Community colleges now enroll 752,000 students in undergraduate certificate programs -- a 28% jump from just four years ago. Overall, undergraduate enrollment growth was fueled by more students choosing to attend community college, the report found. "Community colleges led this year with a 3% increase, driven by continued rising interest in those shorter job-aligned certificate programs," said Matthew Holsapple, the National Student Clearinghouse Research Center's senior director of research. For one thing, community college is significantly less expensive. At two-year public schools, tuition and fees averaged $4,150 for the 2025-2026 academic year, according to the College Board. Alternatively, at four-year public colleges, in-state tuition and fees averaged $11,950, and those costs at four-year private schools averaged $45,000. A further factor driving this new growth is that Pell Grants are now available for job-training courses like certifications.

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Microsoft is Closing Its Employee Library and Cutting Back on Subscriptions

An anonymous reader shares a report: Microsoft's library of books is so heavy that it once caused a campus building to sink, according to an unproven legend among employees. Now those physical books, journals, and reports, and many of Microsoft's digital subscriptions to leading US newspapers, are disappearing in a shift described inside Microsoft as an "AI-powered learning experience." Microsoft started cutting back on its employee subscriptions to news and reports services in November, with some publishers receiving an automated email cancellation of a contract. [...] Strategic News Service (SNS), which has provided global reports to Microsoft's roughly 220,000 employees and executives for more than 20 years, is no longer part of Microsoft's subscription list.

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Many People Who Come Off GLP-1 Drugs Regain Weight Within 2 Years, Review Suggests

Many people who stop using weight loss drugs will return to their previous weight within two years, a new review of existing research has found. CNN adds: This rate of weight regain is significantly faster than that seen in those who have lost weight by changing other lifestyle factors, such as diet and exercise, rather than relying on GLP-1 medications, researchers from the University of Oxford report in a paper published Wednesday in The BMJ journal. GLP-1, which stands for glucagon-like peptide-1, is a hormone naturally made by the body that helps signal to the brain and the gut that it's full and doesn't need to eat any more. Weight loss drugs mimic the action of this hormone by increasing the secretion of insulin to lower blood sugar. They also slow the movement of food through the digestive tract, which helps people feel full more quickly and for longer, and they work in the brain to reduce appetite.

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Amazon Threatens 'Drastic Action' After Saks Bankruptcy

Amazon wants a federal judge to reject Saks Global's bankruptcy financing plan, writing in court papers the beleaguered department store "burned through hundreds of millions of dollars in less than a year" and failed to hold up their agreement. From a report: When Saks acquired Neiman Marcus for $2.7 billion in December 2024, Amazon invested $475 million into the venture on the grounds the retailer would start selling its products on Amazon's website and the tech company would offer technology and logistics expertise. "That equity investment is now presumptively worthless," Amazon's attorneys wrote in a Wednesday filing, hours after Saks filed for Chapter 11 bankruptcy protection. "Saks continuously failed to meet its budgets, burned through hundreds of millions of dollars in less than a year, and ran up additional hundreds of millions of dollars in unpaid invoices owed to its retail partners." As part of the deal, Saks launched a branded "Saks at Amazon" storefront on the e-commerce company's website featuring a range of luxury fashion and beauty items. It also agreed to pay a referral fee for Saks-branded goods sold on the platform, guaranteeing at least $900 million in payments to Amazon over eight years.

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The United States Needs Fewer Bus Stops

American buses in cities like New York and San Francisco crawl along at about eight miles per hour -- barely faster than a brisk walk -- and one surprisingly simple fix could make them faster without requiring new infrastructure or controversial policy changes. The issue, according to a Works in Progress analysis, is that US bus stops sit far too close together. Mean spacing in American cities is roughly 313 meters, about five stops per mile, while older cities like Philadelphia, Chicago and San Francisco pack stops even tighter at 214, 223 and 248 meters respectively. European cities typically space stops at 300 to 450 meters. Each stop costs time: passengers boarding and exiting, acceleration and deceleration, buses kneeling for wheelchairs, missed traffic light cycles. Buses spend about 20% of their operating time just stopping and starting, and since labor accounts for the majority of transit operating costs, slower buses translate directly to higher expenses. Cities that have tried spacing stops further apart have seen results. San Francisco recorded a 4.4 to 14% increase in travel speeds by reducing from six stops per mile to two and a half. Vancouver's pilot removed a quarter of stops and cut average trip times by five minutes while saving about $500,000 annually on a single route. A McGill study found that even substantial stop consolidation reduced overall system coverage by just 1%.

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Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage

Apple, which spent years as TSMC's undisputed top customer and helped the Taiwanese foundry become the semiconductor industry's most important manufacturer, is now fighting for production capacity as Nvidia's AI chip orders consume an ever-larger share of the company's leading-edge wafer supply. TSMC CEO CC Wei visited Cupertino last August to deliver unwelcome news: Apple would face the largest price increase in years and the iPhone maker would no longer have guaranteed access to production capacity across TSMC's nearly two dozen fabs. According to Culpium analysis and its supply chain sources, Nvidia likely overtook Apple as TSMC's largest customer in at least one or two quarters of 2025. TSMC's revenue climbed 36% last year to $122 billion, the company reported Thursday.

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Wikipedia Signs AI Licensing Deals On Its 25th Birthday

Wikipedia turns 25 today, and the online encyclopedia is celebrating that with an announcement that it has signed new licensing deals with a slate of major AI companies -- Amazon, Microsoft, Meta Platforms, Perplexity and Mistral AI. The deals allow these companies to access Wikipedia content "at a volume and speed designed specifically for their needs." The Wikimedia Foundation did not disclose financial terms. Google had already signed on as one of the first enterprise customers back in 2022. The agreements follow the Wikimedia Foundation's push last year for AI developers to pay for access through its enterprise platform. The foundation said human traffic had fallen 8% while bot visits -- sometimes disguised to evade detection -- were heavily taxing its servers. Wikipedia founder Jimmy Wales said he welcomes AI training on the site's human-curated content but that companies "should probably chip in and pay for your fair share of the cost that you're putting on us." The site remains the ninth most visited on the internet, hosting more than 65 million articles in 300 languages maintained by some 250,000 volunteer editors.

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Anthropic's Index Shows Job Evolution Over Replacement

Anthropic's fourth installment of its Economic Index, drawing on an anonymized sample of two million Claude conversations from November 2025, finds that AI is changing how people work rather than whether they work at all. The study tracked usage across the company's consumer-facing Claude.ai platform and its API, categorizing interactions as either automation (where AI completes tasks entirely) or augmentation (where humans and AI collaborate). The split came out to 52% augmentation and 45% automation on Claude.ai, a slight shift from January 2025 when augmentation led 55% to 41%. The share of jobs using AI for at least a quarter of their tasks has risen from 36% in January to 49% across pooled data from multiple reports. Anthropic's researchers also found that AI delivers its largest productivity gains on complex work requiring college-level education, speeding up those tasks by a factor of 12 compared to 9 for high-school-level work. Claude completes college-degree tasks successfully 66% of the time versus 70% for simpler work. Computer and mathematical tasks continue to dominate usage, accounting for roughly a third of Claude.ai conversations and nearly half of API traffic.

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'White-Collar Workers Shouldn't Dismiss a Blue-Collar Career Change'

White-collar workers stuck in a cycle of layoffs and stagnant wages might want to look past the traditional tech, finance and media job postings to an unexpected source of opportunity: the blue-collar sector, which faces a labor shortage and is seeing rapid transformation through private-equity investment. These jobs are generally less vulnerable to AI, and the earning trajectory can be steep, the WSJ writes. At Crash Champions, a car-repair chain that has grown from 13 locations in 2019 to about 650 shops across 38 states, service advisers start at roughly $60,000 after a six-month apprenticeship and can double that within 18 months, according to CEO Matt Ebert. Directors overseeing multiple locations earn more than $200,000. Power Home Remodeling, a PE-backed construction company, says tech sales professionals earning $85,000 to $100,000 could make lateral moves after a 10-week training program. The share of workers in their early 20s employed in blue-collar roles rose from 16.3% in 2019 to 18.4% in 2024, according to ADP -- five times the increase among 35- to 39-year-olds.

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AI Models Are Starting To Crack High-Level Math Problems

An anonymous reader quotes a report from TechCrunch: Over the weekend, Neel Somani, who is a software engineer, former quant researcher, and a startup founder, was testing the math skills of OpenAI's new model when he made an unexpected discovery. After pasting the problem into ChatGPT and letting it think for 15 minutes, he came back to a full solution. He evaluated the proof and formalized it with a tool called Harmonic -- but it all checked out. "I was curious to establish a baseline for when LLMs are effectively able to solve open math problems compared to where they struggle," Somani said. The surprise was that, using the latest model, the frontier started to push forward a bit. ChatGPT's chain of thought is even more impressive, rattling off mathematical axioms like Legendre's formula, Bertrand's postulate, and the Star of David theorum. Eventually, the model found a Math Overflow post from 2013, where Harvard mathematician Noam Elkies had given an elegant solution to a similar problem. But ChatGPT's final proof differed from Elkies' work in important ways, and gave a more complete solution to a version of the problem posed by legendary mathematician Paul Erdos, whose vast collection of unsolved problems has become a proving ground for AI. For anyone skeptical of machine intelligence, it's a surprising result -- and it's not the only one. AI tools have become ubiquitous in mathematics, from formalization-oriented LLMs like Harmonic's Aristotle to literature review tools like OpenAI's deep research. But since the release of GPT 5.2 -- which Somani describes as "anecdotally more skilled at mathematical reasoning than previous iterations" -- the sheer volume of solved problems has become difficult to ignore, raising new questions about large language models' ability to push the frontiers of human knowledge. Somani examined the online archive of more than 1,000 Erdos conjectures. Since Christmas, 15 Erdos problems have shifted from "open" to "solved," with 11 solutions explicitly crediting AI involvement. On GitHub, mathematician Terence Tao identifies eight Erdos problems where AI made meaningful autonomous progress and six more where it advanced work by finding and extending prior research, noting on Mastodon that AI's scalability makes it well suited to tackling the long tail of obscure, often straightforward Erdos problems. Progress is also being accelerated by a push toward formalization, supported by tools like the open-source "proof assistant" Lean and newer AI systems such as Harmonic's Aristotle.

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Warhammer Maker Games Workshop Bans Its Staff From Using AI In Its Content or Designs

Games Workshop, the owner and operator of a number of hugely popular tabletop war games, including Warhammer 40,000 and Age of Sigmar, has banned the use of generative AI in its content and design processes. IGN reports: Delivering the UK company's impressive financial results, CEO Kevin Rountree addressed the issue of AI and how Games Workshop is handling it. He said GW staff are barred from using it to actually produce anything, but admitted a "few" senior managers are experimenting with it. Rountree said AI was "a very broad topic and to be honest I'm not an expert on it," then went on to lay down the company line: "We do have a few senior managers that are [experts on AI]: none are that excited about it yet. We have agreed an internal policy to guide us all, which is currently very cautious e.g. we do not allow AI generated content or AI to be used in our design processes or its unauthorized use outside of GW including in any of our competitions. We also have to monitor and protect ourselves from a data compliance, security and governance perspective, the AI or machine learning engines seem to be automatically included on our phones or laptops whether we like it or not. We are allowing those few senior managers to continue to be inquisitive about the technology. We have also agreed we will be maintaining a strong commitment to protect our intellectual property and respect our human creators. In the period reported, we continued to invest in our Warhammer Studio -- hiring more creatives in multiple disciplines from concepting and art to writing and sculpting. Talented and passionate individuals that make Warhammer the rich, evocative IP that our hobbyists and we all love."

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Britain Awards Wind Farm Contracts That Will Power 12 Million Homes

The UK government has awarded guaranteed electricity prices to offshore wind projects totaling 8.4 GW in a bid to revive wind development, attract nearly $30 billion in private investment, and stabilize energy costs. The New York Times reports: On Wednesday, the British government said that it would provide guaranteed electricity prices for a group of wind farms off England, Scotland and Wales that would, once built, provide power for 12 million homes. The 8.4 gigawatts, a power capacity measure, that won support is the largest amount that has been achieved in an auction in Britain. The government said that these wind farms could lead to 22 billion pounds, or almost $30 billion, in private investment. The government holds regular auctions, roughly on an annual basis. Results have been improving after a failed auction in 2023 that produced no bids from developers. The government almost doubled its original budget for the recent auction to about 1.8 billion pounds per year. To encourage renewable energy sources like offshore wind, Britain offers a price floor to provide certainty for investors. The average floor, or strike price, from the auction on Wednesday was about 91 pounds, or $122 per megawatt-hour, in 2024 prices, up about 11 percent from the last auction. Over the past year the wholesale price for electricity in Britain was on average about 79 pounds, according to Drax Electric Insights, a market analysis website. The bulk of the planned wind farms that won price supports will be off eastern England. Support will also go to wind farms off Scotland and Wales. The British government wants at least 95 percent of the country's electricity generation to come from clean sources by 2030. Political consensus for ambitious climate goals is eroding in Britain, but the government of Prime Minister Keir Starmer believes that an enormous bet on clean energy, especially offshore wind, is necessary to protect consumers from volatile fossil fuel prices.

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The Swedish Start-Up Aiming To Conquer America's Full-Body-Scan Craze

An anonymous reader quotes a report from DealBook: Fifteen years ago, Daniel Ek broke into America's digital-content wars with his streaming music start-up, Spotify, which has turned into a publicly traded company with a $110 billion market value. Now he and his business partner, the Swedish entrepreneur Hjalmar Nilsonne, aim to crack a higher-stakes consumer market: American health care. The pair plan to bring Neko Health, the health tech start-up they founded in 2018, to New York this spring, DealBook is first to report. Mr. Ek and Mr. Nilsonne hope to capitalize on the growing number of prevention-minded Americans who are hungry to track their biometric data. Whether through wearables like Oura rings or more intensive screenings, consumers are turning to technology to improve their health and help spot the early onset of some big killers, including cardiovascular and metabolic diseases. The United States will be the third market, after Sweden and Britain, for Neko Health, which offers full-body diagnostic scans and is valued at roughly $1.7 billion. [...] Mr. Nilsonne and Mr. Ek said Neko Health's big aim was to change the health care model, in which spending across much of the developed world skyrockets but longevity gains have stalled. They want to make their noninvasive scans as routine as an annual checkup. The company, which advertises its service as "a health check for your future self," did not say what the U.S. scans would cost. But in Stockholm, an hourlong visit at one of its clinics costs 2,750 Swedish krona (about $300). Prenuvo's and Ezra's most comprehensive scans can cost $3,999. [...] Neko Health's technology differs from that of many of its U.S. rivals. It does not use M.R.I. or X-rays, instead relying on scores of sensors and cameras and a mix of proprietary and off-the-shelf technologies to measure heart function and circulation, and to photograph and map every inch of a patient's body looking for cancerous lesions. At the moment, the company's biggest challenge is scaling. [...] Mr. Nilsonne said Neko Health scans have detected the early onset of diseases or serious medical conditions for thousands of its patients. But the medical community is divided on the need for proactive screening technologies. The fear is that mass adoption could spur a wave of false positives and send healthy people to seek follow-up medical advice, overwhelming an already swamped health care system. Mr. Ek and Mr. Nilsonne believe they have built a better solution. And now they're ready to test it in the U.S. market.

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Are QWERTY Phones Trying To Make a Comeback?

After nearly two decades of touchscreen dominance, QWERTY smartphones are staging a niche comeback, with Clicks and Unihertz unveiling new physical-keyboard phones at CES 2026. Gizmodo reports: At CES 2026, Clicks, the company behind the Clicks keyboard case and the new Power Keyboard, announced plans to sell the Communicator, a "second phone" with a QWERTY keypad. Clicks pitches the $500 phone, launching later this year, as a device primarily intended for messaging -- sending texts, DMs, Slack messages, whatever. The company didn't have a functional unit -- only a mockup dummy to fondle at the show -- but it looked cool enough, even if it'll be a very niche product. It's a cool idea, but how many people will carry a companion phone to their main phone just to shoot off a few DMs? $500 is a lot to ask for that satisfaction. But Clicks isn't the only one trying to bring back QWERTY phones. Unihertz, makers of the really tiny Jelly Android phones and also Tank phones with massive battery capacities, also teased a new phone with a physical keyboard. The Titan 2 Elite seems to be a less gimmicky version of the Titan 2, which itself was a BlackBerry Passport knockoff but with a bizarre square screen on the backside. Look closely, and there are some weird similarities between the Clicks Communicator and the Titan 2 Elite. We don't have dimension specs yet, but the screens seem to have the same rounded corners, and even the hole-punch camera is in the same upper-left corner. The only difference seems to be the keyboards; the Communicator uses individual keys, whereas the Titan 2 Elite's keyboard is more BlackBerry-esque. After digging into the Clicks Communicator's specs, a few other features stood out that Slashdotters might appreciate. There's a dedicated 3.5mm headphone jack, a physical "kill switch" (essentially an alert slider), fingerprint scanner and even a customizable notification LED. The last time we saw a phone with a dedicated notification LED was around 2019!

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Digg Launches Its New Reddit Rival To the Public

Digg is officially back under the ownership of its original founder, Kevin Rose, along with Reddit co-founder Alexis Ohanian. "Similar to Reddit, the new Digg offers a website and mobile app where you can browse feeds featuring posts from across a selection of its communities and join other communities that align with your interests," reports TechCrunch. "There, you can post, comment, and upvote (or 'digg') the site's content." From the report: [T]he rise of AI has presented an opportunity to rebuild Digg, Rose and Ohanian believe, leading them to acquire Digg last March through a leveraged buyout by True Ventures, Ohanian's firm Seven Seven Six, Rose and Ohanian themselves, and the venture firm S32. The company has not disclosed its funding. They're betting that AI can help to address some of the messiness and toxicity of today's social media landscape. At the same time, social platforms will need a new set of tools to ensure they're not taken over by AI bots posing as people. "We obviously don't want to force everyone down some kind of crazy KYC process," said Rose in an interview with TechCrunch, referring to the 'know your customer' verification process used by financial institutions to confirm someone's identity. Instead of simply offering verification checkmarks to designate trust, Digg will try out new technologies, like using zero-knowledge proofs (cryptographic methods that verify information without revealing the underlying data) to verify the people using its platform. It could also do other things, like require that people who join a product-focused community verify they actually own or use the product being discussed there. As an example, a community for Oura ring owners could verify that everyone who posts has proven they own one of the smart rings. Plus, Rose suggests Digg could use signals acquired from mobile devices to help verify members -- for instance, the app could identify when Digg users attended a meetup in the same location. "I don't think there's going to be any one silver bullet here," said Rose. "It's just going to be us saying ... here's a platter of things that you can add together to create trust."

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Cerebras Scores OpenAI Deal Worth Over $10 Billion

Cerebras Systems landed a more than $10 billion deal to supply up to 750 megawatts of compute to OpenAI through 2028, according to a blog post by OpenAI. CNBC reports: The deal will help diversify Cerebras away from the United Arab Emirates' G42, which accounted for 87% of revenue in the first half of 2024. "The way you have three very large customers is start with one very large customer, and you keep them happy, and then you win the second one," Cerebras' co-founder and CEO Andrew Feldman told CNBC in an interview. Cerebras has built a large processor that can train and run generative artificial intelligence models. [...] "Cerebras adds a dedicated low-latency inference solution to our platform," Sachin Katti, who works on compute infrastructure at OpenAI, wrote in the blog. "That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people." The deal comes months after OpenAI worked with Cerebras to ensure that its gpt-oss open-weight models would work smoothly on Cerebras silicon, alongside chips from Nvidia and Advanced Micro Devices. OpenAI's gpt-oss collaboration led to technical conversations with Cerebras, and the two companies signed a term sheet just before Thanksgiving, Feldman said in an interview with CNBC. The report notes that this deal helps strengthen Cerebras' IPO prospects. The $10+ billion OpenAI deal materially improves revenue visibility, customer diversification, and strategic credibility, addressing key concerns from its withdrawn filing and setting the stage for a more compelling refile with updated financials and narrative.

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