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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Intel Habana Launches 2nd Gen AI Chips

Habana launches new chips for training and inference, claiming 2X performance advantage over last generation NVIDIA A100 Habana launched their 1st chip at the inaugural Kisaco AI Hardware Summit in 2018 with excellent performance and efficiency. Unfortunately for...

Synopsys Creates Cloud OpenLink For Cross-Vendor EDA Collaboration

When you put a chip project in the hands of a cloud service like Synopsys Cloud, how do you integrate the “other” vendor tools in your EDA workflow? That's the question Synopsys is trying to answer. Synopsys launched its Synopsys Cloud offering last year and is seeing...

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...

The 2024 AI HW Summit: Here’s What Caught My Attention

The Summit drew over 1000 attendees this year, with scores of presentations and hundreds of AI leaders from large companies as well as many startups. Every September since 2019, the AI HW Summit in the Bay Area has been the focal point for new technologies around AI....

Cerebras Announces Pay-As-You-Go AI Training On Cirrascale Cloud

Company claims it can train AI 8X faster than AWS at half the cost for large models.Cerebras is not your typical AI chip company. And thats a good thing. We already have a lot of knock-offs taking on NVIDIA, and they all seem to do a good job of knocking only...

Competitive Landscape Excerpt: AMD

As a bookend to AMD’s EPYC3 launch earlier this week, I thought I should share my thoughts on the company’s AI chip, the MI100, excerpted and updated from the Q1 Competitive Landscape Report. The company’s new GPU is a solid first effort for AMD’s revived data center...

IBM Adds AI Accelerator On Next Generation Z CPU

Transaction processing is the lifeblood of the modern enterprise. And with the next generation IBM Z processor, these applications will be able to run accelerated Artificial Intelligence (AI) processing directly on the platform, providing real-time analytic insights...

Cadence Creates “True Hybrid” Cloud For Designers

Instead of having to choose to run on-prem or in the cloud, with attendant upload times and costs, the new True Hybrid offering from Cadence creates a dynamic environment for chip and system design. When creating a new chip, design teams currently have to chose...

Why Can’t NVIDIA Be Bested In MLPerf?

MLPerf, an industry consortium of over 70 companies and institutions, has released the second round of AI Inference processing results. These benchmarks now represent production applications from all major areas of AI deployment today. But only a few technologies...

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...