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Stripe's 200-platform survey finds AI pushing SaaS beyond seats — but vertical businesses favour embedded finance

The interesting signal is segmentation, not 'seat pricing is dead': vertical SaaS operators expect payments and finance to become a larger part of revenue, while horizontal platforms expect usage and hybrid software charges to lead. The survey is vendor-produced and forward-looking.

Cerebras CS-4 turns Nexus into a multi-generation rack-scale inference platform

CS-4 combines three WSE-3 Turbo wafers with Cerebras’ Nexus rack design. The practical shift is architectural: compute, power and I/O become modular, while Cerebras now says the same platform is intended to support CS-5 in 2027 and a 3D-memory CS-6 generation after that.