Azure AI revenue grew 20% quarter-over-quarter in Q4 2025

Cerebras achieved 750 token/s on GPT-5.6 Sol

Cerebras expanded CS-3 production 7× at Milpitas facility

Released Fara1.5-27B open-source vision-only web browsing agent on Hugging Face

Off-balance-sheet debt tied to AI infrastructure leases reaches $1.65 trillion across five tech giants, an eightfold increase in four years.

Microsoft will deploy AMD Helios rack-scale AI accelerator at scale on Azure.

Cerebras CS-3 launched achieving 500+ token/s for Llama 2 70B

Microsoft merged AutoGen and Semantic Kernel into Agent Framework, a unified production-grade framework for .NET and Python

Cerebras and Flex announce 7x production expansion of CS-3 at Milpitas facility

Released ResearchStudio-Reel, a PDF-to-content conversion tool