The Infrastructure Wave: Cerebras, Cyber Attacks, and the Rise of Physical AI

Welcome to The Builder Lens! The show where we break down the tech shifts that actually matter for engineers, founders, and people building the future.In this week’s episode, we dive into a massive set of signals coming from the AI infrastructure world:- Cerebras files for a $3.5B IPO, aiming for a $26B+ valuation and signaling a new era for specialized AI hardware. - AI‑accelerated cybersecurity incidents spike, from agent‑hijacking vulnerabilities to fake Claude sites dropping malware. - AMD and Green Hills launch a safety‑critical AI edge platform, bringing deterministic, real‑time AI to automotive, aerospace, and robotics. - Qualcomm’s new drone AI stack emerges, powering NDAA‑compliant autonomous systems for defense and industrial use.We connect the dots across hardware, security, and autonomous systems to understand what these shifts mean for builders in 2026 — and why the real action is happening deep in the infrastructure layer.Perfect for anyone working in AI, systems engineering, robotics, or next‑gen compute.