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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Hyundai And Samsung Lead $100M Investment Round In Tenstorrent

by Karl Freund | August 2, 2023 | In the News | 0 Comments

Partners make great investors because their intent is to secure influence and gain access to advanced technology. Hyundai Motor Group and the Samsung Catalyst Fund have co-led a $100M investment in Tenstorrent, and both companies plan to use Tenstorrent’ tech. I love...

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

by Karl Freund | November 8, 2021 | In the News | 0 Comments

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...

A Closer Look At Graphcore ML Performance

by Karl Freund | January 3, 2022 | In the News | 0 Comments

Greater scalability and new software increases performance by 50-fold over the last twelve months. Graphcore, the UK-based AI Unicorn, submitted a raft of new benchmarks to MLCommons in December, which we covered here. Performance improved significantly with the...

Esperanto Joins The Rush To Generative AI With A New Appliance

by Karl Freund | September 12, 2023 | In the News | 0 Comments

The company is also working on its next generation chip which will add HPC features and higher performance with HBM instead of today’s DRAM memory. Esperanto, the company with a chip containing over 1000 cores of RISC-V, has previewed a new appliance for running...

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...

AMD Goes After NVIDIA With New GPU For The Datacenter

by Karl Freund | December 2, 2020 | AI and Machine Learning, DataCenter AI, In the News, Semiconductor | 0 Comments

Today AMD announced its first data center GPU to compete in high-performance computing (HPC) and Artificial Intelligence (AI). Last year, the company announced that it would bifurcate its GPU technology into two architectures: CDNA for computation and RDNA for...

Qualcomm Has Become A Leader In Automotive Automation

by Karl Freund | October 8, 2024 | In the News | 0 Comments

Qualcomm's auto-related revenue jumped 87% year over year in the second quarter this year, well ahead of rivals Nvidia and Mobileye. Qualcomm estimated its automotive pipeline to be $45B earlier this year, double that of the previous year. Qualcomm's automotive...

Big AI Inference Has Become A Big Deal And A Bigger Business

by Karl Freund | March 12, 2025 | In the News | 0 Comments

Thanks to innovations like DeepSeek, training AI has become cheaper. However, inference is becoming more demanding as we ask AI to think harder before answering our questions. Nvidia, Groq, and Cerebras Systems (clients of Cambrian-AI Research) have all released...

Is Intel Turning The Corner?

by Karl Freund | June 16, 2023 | In the News | 0 Comments

Intel stock is up 35% in the last three weeks on a string of good news. Is there more to come? Semiconductors have been one of the fastest growing segments on Wall Street this year. Intel has quietly recovered its losses over the last year, with the bulk of the...

The Sounds Of The AI Benchmark War: Crickets

by Karl Freund | April 12, 2022 | In the News | 0 Comments

NVIDIA once again dominated a near-empty field of AI competitors in MLPerf Inference V2.0. Let’s explore why other chip companies don’t want to play. Industry standard benchmarks have been an important feature of the IT landscape for decades, with SPEC, TPC, and other...