The Latest News in AI

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

The AMD/OpenAI Partnership Will Fuel More Growth

by Karl Freund | Oct 6, 2025 | In the News

AMD just won the biggest AI deal in the company’s history, with OpenAI entering a definitive agreement to deploy 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by AMD Instinct MI450 series GPUs set to start in the second half of 2026. The...

Qualcomm Snapdragon Takes Aim At PC Rivals Intel, AMD And Apple

by Karl Freund | Sep 25, 2025 | In the News

Snapdragon sponsored my trip to Maui to see the new hardware being announced at the annual Snapdragon Summit in Maui. Qualcomm has rolled out new Snapdragon 8 for mobile and X2 Elite for Laptops that take on the competition with faster performance and lower power than...

Cadence Design And Nvidia Team To Create AI Data Center Digital Twin

by Karl Freund | Sep 19, 2025 | In the News

The data center business is in a bit of a panic. Demand is skyrocketing. Rack power requirements have increased from ~12KW per rack to over 125 KW in just the last year. Now they are preparing for a Gigawatt rack in the next two to three years (Nvidia Rubin Ultra)....

Nvidia Announces Rubin CPX GPU To Speed Long-Context AI

by Karl Freund | Sep 9, 2025 | In the News

In an industry-first, Nvidia has announced a new GPU, the Rubin CPX, to offload the compute-intensive “context processing” off another GPU. Yep, now, for some AI, you will need two GPUs to achieve maximize performance and profit. I would be surprised if the...

MLPerf 5.1: Nvidia Stays In The Lead While AMD Shows Off Its Latest

by Karl Freund | Sep 9, 2025 | In the News

The Nvidia juggernaught faces increased competition, but keeps innovating in silicon, software and systems design to keep its No. 1 position in the AI market. The industry standard MLCommons organization has just released the latest benchmarks for inference...

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Nvidia Matures Its AI, While AMD Plays Catchup At Computex

by Karl Freund | June 3, 2024 | In the News | 0 Comments

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...

Enhanced Memory Grace Hopper Superchip Could Shift Demand To NVIDIA CPU And Away From X86

by Karl Freund | August 8, 2023 | In the News | 0 Comments

The company’s new high bandwidth memory version is only available with the CPU-GPU Superchip. In addition, a new dual Grace-Hopper MGX Board offers 282GB of fast memory for large model inferencing. The AI landscape continues to change rapidly, and fast memory (HBM)...

What’s Next For On-Device AI? Ask Qualcomm

by Karl Freund | July 1, 2024 | In the News | 0 Comments

Qualcomm held a one day analyst event in San Diego updating us all on their AI research. Pretty amazing stuff, but the big news is yet to come with a new Oryon-based Snapdragon expected this Fall, and perhaps a new Cloud AI 100 next year. Qualcomm was pretty confident...

Qualcomm Cloud AI 100 Is 3X More Efficient. What’s Missing?

by Karl Freund | May 20, 2021 | In the News, Semiconductor | 0 Comments

New MLPerf benchmarks lay a solid foundation; now the company needs to finish the job. As the Cambrian Explosion reverberates across the landscape of AI chips, the benchmarking silence of many challengers stands in sharp contrast to their marketing hype. Most are...

IBM Doubles Down On Its AI Cloud

by Karl Freund | January 31, 2024 | In the News | 0 Comments

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...

Has Google Turned A Corner In Quantum And AI Computing?

by Karl Freund | December 12, 2024 | In the News | 0 Comments

Google recently announced three new hardware platforms, including quantum, AI and Arm. And these chips are indeed impressive. OK, I'll admit it. I underestimated Google's ability to drive meaningful innovations in the computing realm. Yes, the company showed great...

Arm Adds More AI Firepower

by Karl Freund | November 8, 2019 | AI and Machine Learning, In the News | 0 Comments

As I covered in a recent article on the status of startups building chips for AI, the AI accelerator market will become quite crowded over the next 12-18 months. Not to be outdone, Arm is now extending its neural network processor family, adding logic designs for...

Intel Gaudi2 Looked To Be A Credible Alternative To Nvidia. Until…

by Karl Freund | September 11, 2023 | In the News | 0 Comments

In the latest inference processing MLPerf benchmark contest, Gaudi 2 came surprisingly close to Nvidia H100. But Nvidia promised faster software soon, which is a constantly changing picture. In the latest round of AI benchmarks, all eyes were on the new Large Language...

NVIDIA Completely Re-Imagines The Data Center For AI

by Karl Freund | April 12, 2021 | DataCenter AI, In the News | 0 Comments

It is all about tighter integration with memory, CPUs, and accelerators for trillion-parameter AI models. For 12 years, NVIDIA has used its Spring GPU Technology Conference (GTC) to amaze its customers and investors with new GPUs for graphics and application...

As Nvidia Approaches $1 Trillion, It Announces AI Tech To Surpass $2 Trillion

by Karl Freund | May 29, 2023 | In the News | 0 Comments

New tech shows the synergies that combining CPU, DPU and GPU can enable in AI. Especially in very large AI. After steering a 25% rise in Nvidia shares last week, CEO Jensen Huang flew to Computex in Taipei to announce a slew of new products demonstrating how his...