Michelle Giuda
CEO of the Krach Institute for Tech Diplomacy at Purdue, where she leads work on trusted technology, tech diplomacy, and the intersection of emerging technologies with foreign policy and national security. She previously served as U.S. Assistant Secretary of State for Global Public Affairs and acting Under Secretary of State for Public Diplomacy and Public Affairs.
Cerebras Raises $5.55 Billion as AI Infrastructure Demand Lifts Tech Markets
Cerebras raised $5.55bn in the year’s largest US IPO while Cisco shares jumped on a higher hyperscaler-orders forecast, putting both a new AI compute listing and an incumbent networking supplier in the market’s AI infrastructure trade. Cerebras CEO Andrew Feldman argued that the company’s wafer-scale systems, OpenAI deal and AWS engagement show it can become a major compute supplier; Bloomberg reporters pressed the harder question of how much of today’s AI infrastructure demand will turn into broad, durable revenue.
Xi’s Taiwan Warning Leaves U.S.-China Positions Unchanged but Raises Tech Stakes
Michelle Giuda, chief executive of Purdue’s Krach Institute for Tech Diplomacy, told Bloomberg Technology that Xi Jinping’s warning to Donald Trump over Taiwan was serious but did not mark a new position from Beijing or Washington. She argued that Taiwan remains the central pressure point in U.S.-China relations because of both security commitments and semiconductor dependence, while Iran and an unusual tech CEO delegation showed the summit’s mix of incremental diplomacy and improvisation.