The Latest News in AI

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

My 2026 AI Predictions Have A Few Surprises

OK, I haven’t done this in a while; no excuse other than laziness. But here are ten concrete, defensible predictions for AI in 2026, with a bias toward things that materially matter for infra, enterprises, and policy. 1. Agentic AI moves from demos to staffed “digital...

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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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Qualcomm Becomes A Mobile AI Juggernaut.

As we approach Nvidia GTC, its worth noting that there is another player in town. Or south of town, in San Diego: Qualcomm. The company has been building AI expertise and technology for over a decade, and we believe its lead over mobile rivals in both AI hardware and...

Intel Creates $1B Innovation Fund To Grow RISC-V Market (And Attract New Foundry Customers)

This announcement will have a long-lasting impact on the entire semiconductor industry: Intel must fabricate chips for its competitors to grow its foundry business, and is investing in the emerging RISC-V market as the catalyst. Intel competitors Andes Technology,...

NVIDIA Performance Trounces All Competitors Who Have The Guts To Submit To MLPerf Inference 3.0

But power matters, too. Qualcomm and SiMa.ai win in Edge Data Center and Embedded Edge respectively, while Neuchips wins in data center recommendations for power. Big News! There is a potential solution on the horizon to vastly broaden the field of benchmark...

HPE Adds Support For Qualcomm Cloud AI 100 Inference Accelerator

HPE’s endorsement for the Qualcomm Technology Cloud AI 100 is a huge step for most efficient and high-performance AI inference engines in market today. When I was working at AMD to get the first generation EPYC server SoC added to HPE servers, I learned that the...

AMD Launches New GPU And EPYC CPU Right Across NVIDIA’s Bow

The Instinct MI200 is nearly five times faster than the NVIDIA A100 for HPC, but is theoretically only 20% faster for AI. One year ago I complained that the newly announced AMD MI100 GPU was great for HPC, but inadequate for most AI workloads. Now AMD has announced...

News Flash: NVIDIA Remains The Fastest Available AI Accelerator

Ok, while that is hardly surprising news, given the comfortable lead NVIDIA enjoys, Google’s upcoming TPUv4 out-performed NVIDIA on three of eight benchmarks on a chip-to-chip basis, while Graphcore’s performance and price/performance is in the ball park. Meanwhile,...

Nvidia Matures Its AI, While AMD Plays Catchup At Computex

Nvidia broadens its reach to ensure that AI delivers on its promises. AMD is building faster chips, faster. The Market appears to prefers the former: Nvidia is up nearly 5%, while AMD is down ~2.5% today. Which is better? Well Elon Musk said Sunday on X that his xAI...

My 2026 AI Predictions Have A Few Surprises

OK, I haven’t done this in a while; no excuse other than laziness. But here are ten concrete, defensible predictions for AI in 2026, with a bias toward things that materially matter for infra, enterprises, and policy. 1. Agentic AI moves from demos to staffed “digital...

Nvidia Takes Major Step To Leverage Its Rack-Scale Ecosystem

While few dispute the incredible performance of Nvidia AI platforms, many complain that it is a closed system. You can’t replace the Arm CPUs with, say, a CPU from a RISC-V , or take advantage of a new AI ASIC like the Meta MTIA accelerator, without redesigning and...

NVIDIA And Intel Publish First GPT3 Benchmarks; AMD, AWS, And Google Are MIA

Let’s look into the results and explore why so many competitors chose not to play ball. Those who follow me know the drill: MLCommons publishes benchmarking results every 3 months, alternating between inferencing and training. Then I explain the results and whine...