The Latest News in AI

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

AI Training: “I’m Not Dead Yet!”

With so much focus on inference processing, it is easy to overlook the AI training market, which continues to drive gigawatts of AI computing capacity. The latest benchmarks show that the training of AI models, an immense investment in power and compute, continues to...

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The Raging Debate: When Will Quantum Arrive?

There has been considerable discussion and stock price volatility of late surrounding the expected timing of useful applications and hardware for quantum computing. One month after Google created excitement around its Willow quantum chip, Nvidia CEO Jensen Huang and...

Cerebras Update: The Wafer Scale Engine 3 Is A Door Opener

Cerebras held an AI Day, and in spite of the concurrently running GTC, there wasn’t an empty seat in the house. As we have noted, Cerebras Systems is one of the very few startups that is actually getting some serious traction in training AI, at least from a handful of...

The Cambrian AI Landscape: Cerebras Systems

This startup stands alone with its innovative Wafer-Scale Engine for AI and HPC Let’s take an updated look at one of the most interesting AI startups: Cerebras, which came out of stealth in August 2019. The company has an unheard-of aggressive design, using an entire...

Is Jensen Huang Nvidia’s Chief Revenue Destruction Officer?

At this year's GTC event in San Jose, Nvidia CEO Jensen Huang held over 25,000 people in the palm of his hand, captivated by his vision of AI and how it could transform the world we live in. Some folks in the audience couldn't keep up and started fiddling with their...

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...

Is The AMD GPU Better Than We Thought For AI?

MosaicML, just acquired by DataBricks for $1.3B, published some interesting benchmarks for training LLMs on the AMD MI250 GPU, and said it is ~80% as fast as an NVIDIA A100. Did the world just change? To be brutally honest, everyone wants to see a fight, between AMD...

Cerebras Systems And G42 Build 2nd Phase Of Joint AI Supercomputer

The only AI Hardware startup to realize revenue exceeding $100M has finished the first phase of Condor Galaxy 1 AI Supercomputer with partner G42 of the UAE. Other Cerebras customers are sharing their CS-2 results at Supercomputing ‘23, building momentum for the...

Intel’s New Chips Focus On AI

Today, Intel launched and disclosed new technologies across its portfolio of processors, with special emphasis on enhanced AI capabilities. Unlike its many competitors, who either produce a CPU, a GPU, an FPGA or an AI-specific accelerator, Intel’s strategy is “all of...

NVIDIA Omniverse: The Useful Metaverse

Omniverse is not a toy; it enables digital twins of the real world as it exists, or as it will become. A few weeks ago I read an article on another media platform that asserted the need for the metaverse to embrace users beyond the creative teams of game developers...

Does NVIDIA Selene Form A Wider Moat Than CUDA?

The annual International Supercomputer Conference (ISC), held virtually this year, kicked off today. Not surprisingly, NVIDIA has already made a few announcements of note. Especially of interest to me was the announcement of Selene, NVIDIA’s in-house 1+ Exaflop AI...