The Latest News in AI

We publish news articles on Forbes, which are copied here for your convenience.  

It’s Moving Day!

Its Hard to Start Over. But It is Time… From Forbes to Substack. I’ve been publishing on Forbes for over a decade, focusing primarily on AI Hardware as an Industry Analyst. My company is Cambrian-AI Research, which I founded after leaving Moor Insights and Strategy in...

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Cadence Design Announces Second-Generation IP For Edge AI

AI is penetrating nearly every market and every device, causing leading microprocessor developers to rethink their SoC to enable fast AI execution at low power. The global edge AI hardware market size was valued at $6.88 billion in 2020, and is projected to reach...

The Cambrian AI Landscape: Qualcomm

Can the mobile chip giant finally break into the data center? Qualcomm began sampling the Cloud AI100 to select data center customers last quarter.  The performance looks to be promising, based on the limited benchmarks we have seen, and the power efficiency for...

OpenAI’s Deep Research Demands More Hardware, Not Less

Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s "Fast Money" program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I struggle to...

Eight Takeaways From NVIDIA GTC

New Hopper GPU, Grace Superchips, New OGX Server for Omniverse, Faster networking, New DGX Servers & Pods, Enterprise AI Software, 60 updated SDKs, Next-Gen Hyperion Drive, Omniverse Cloud, ... I could go on and on! But neither of us has the time, so... GTC always...

Flex Announces Liquid-Cooled Rack And Power Solutions At OCP Event

Flex is expanding its role in the AI data center market with power, cooling and infrastructure solutions for the most demanding AI servers. Artificial Intelligence (AI) is reshaping the data center, creating opportunities to help manage the flow of power and cooling...

Nvidia Sweeps Benchmarks. AMD Is MIA, Again

It should not surprise anyone: Nvidia is still the fastest AI and HPC accelerator across all MLPerf benchmarks. And while Google submitted results, AMD was a no-show. This blog has been corrected on 11/14 with a fresh TPU Trillium vs. Blackwell comparison. Say what...

IBM To Deploy Quantum System In The Basque Country Of Spain.

127-qubit Quantum System One to advance quantum science in Southern Europe IBM has announced that it has contracted with Fundación Ikerbasque to install and manage a new Quantum computer system, including Qiskit Runtime Services, in the Basque Country. The 127-qubit...

Two Can’t-Miss Events For AI Hardware

There are two conferences coming up that AI developers, executives, and investors should consider attending to get the latest from the industry’s leaders and challengers. I will attend both and I hope to see many of my readers there! Let’s take a closer look at what’s...

IBM Research And The Full Stack Approach To Innovation

IBM’s vaunted research organization, one of the largest in the industry, thinks the path to innovation is to be taken as a team with clients and partners exploring the full stack needed to address a business challenge. We had a chance this week to hear how IBM...

IBM Announces Two Innovations To Advance Quantum Computing

Error Mitigation and Dynamic Circuits will unlock new era of exploration on IBM Quantum computers for at least the next five years. In addition to the new Osprey chip, IBM has announced two innovations at the annual Quantum Summit, one around error mitigation, and one...