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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Welcome To 2024. It Promises To Be Quite The AI Ride!

2023 has been a fun year in AI, to say the least. OpenAI and ChatGPT changed nearly everything, and the AI revolution is just beginning. Nvidia will ship somewhere around 2 million H100-class GPUs in 2024, AMD is now shipping the MI300, and Intel Gaudi3 is coming...

IBM Doubles Down On Its AI Cloud

IBM Research has doubled the capacity of its Vela AI Supercomputer, part of the IBM Cloud, to handle the strong growth in watsonx models and has aggressive plans to continue to expand and enhance AI inferencing with its own accelerator, the IBM AIU. A year ago, IBM...

Micron Looks To Be First To Market With HBM3 Update For Generative AI And HPC

According to the company, the new Gen-2 of HBM increases memory capacity by 50%, with another bump in the works for 2024. As you may have heard, in addition to NVIDIA GPUs, generative AI eats memory for lunch. And dinner. In fact, running ChatGPT takes 8 or 16 GPUs...

How Might OpenAI Outcomes Impact Nvidia, AMD, Intel And Microsoft?

The story keeps changing, but one thing is for sure. There will be one more AI vendor who will need tens of thousands of new GPUs. As the Loony Tunes saga continues, thanks to the OpenAI board of directors (”Th.. Th.. Th.. That’s all, Folks!”), a ton of meetings in...

What Is Physical AI, And Why It Could Change The World

Nvidia CEO Jensen Huang believes Physical AI will be the next big thing. Emerging robots will take many forms, all powered by AI. Recently Nvidia has been extolling a future where robots will be everywhere. Intelligence machines will be in the kitchen, the factory,...

Qualcomm Readies CPUs For The Data Center Using Nvidia NVLink Fusion

NVLink has become a second, and perhaps deeper, moat for Nvidia, following its CUDA software tools and libraries. There's a reason the AI community prefers NVLink for connecting multiple GPUs: it is mind-blowingly fast, more than three times the performance of the...

Pat Gelsinger’s First Big Bet

New Intel CEO pledges $20B in Fab investments. Is that enough? What’s next? Newly installed Intel CEO Pat Gelsinger didn’t waste any time announcing that his top priority will be to “fix” the company’s manufacturing shortcomings which have delayed recent products by...

A Look At Graphcore’s AI Software

Software for new processor designs is critical to enabling application deployment and optimizing performance. UK-based startup Graphcore, the unicorn provider of silicon for application acceleration, places significant emphasis on software, dedicating roughly half its...

MLPerf Training 4.0: It’s All About Scale

While there isn’t a lot of new hardware (none!), Nvidia and Intel show off their muscles and ability to run new models at scale. Ok, here we go again. MLCommons has released new AI benchmarks, this time for training. And again. Nvidia runs all AI models better than...

Why Nvidia Is Entering The $30B Market For Custom Chips

Nvidia’s largest customers (e.g., Google, Amazon, Microsoft, Meta, and OpenAI) are developing AI chips that compete with Nvidia, presenting a potential long-term threat to the AI leader. Jensen’s response? “We can help you do that.” Warning: this blog contains...