The Year's Largest IPO —Cerebras Joins the Hottest Trade in AI

The biggest IPO yet of 2026, Cerebras priced above range today, massively oversubscribed. Wall Street decides whether to pay Nvidia-level multiples for that name, with SpaceX, OpenAI, and Anthropic in the pipeline. Cerebras CFO Bob Komin joins us on day one, then Octahedron's Ram Parameswaran on whether the trade works, SambaNova CEO Rodrigo Liang on what a rival's win unlocks, and Silicon Data CEO Carmen Li on CME's new compute futures market.