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Cerebras Systems had a rough debut on Wall Street this week. The AI chipmaker's first earnings report since going public rattled investors after the CEO acknowledged that guidance around gross margins in its core chip business had been misunderstood. The stock dropped sharply, a reminder that in AI hardware, expectations can be as fragile as the silicon itself.
Shifting to a story with longer-term implications, researchers at imec are making serious progress on next-generation memory technology that could reshape AI data centers. Two new studies using ferroelectric materials show capacitors capable of replicating modern DRAM functionality at potentially lower cost and greater scale. With Nvidia, ASML, and TSMC all watching closely, this could quietly become one of the most consequential advances in computing infrastructure.
And if you use Google Search, there is something worth knowing. Google has updated how it handles your search history, and that now includes storing media uploads, like images from reverse image searches, to train its AI models. The good news is there is an opt-out option, but you will need to find it yourself. As always, the default settings tend to favor the company, not the user.
Stay curious, stay informed. Keep surfing. Tech Beat out.
