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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Ventana Micro Launches Server-Class RISC-V CPU, Challenging Arm

The company announces the industry’s highest performing RISC-V CPU for SOC designers building domain-specific chips. The semiconductor industry is on the verge of a major transition to chiplet-based designs and domain-specific solutions. And RISC-V, the open-source...

NVIDIA L40S: A Datacenter GPU For Omniverse And Graphics That Can Also Accelerate AI Training & Inference

I’m getting a lot of inquiries from investors about the potential for this new GPU and for good reasons; it is fast! NVIDIA announced a new passively-cooled GPU at SIGGRAPH, the PCIe-based L40S, and most of us analysts just considered this to be an upgrade to the...

Qualcomm Launches Cloud AI Chip

Last year, Qualcomm teased its Cloud AI100, promising strong performance and power efficiency to enable Artificial Intelligence in cloud edge computing, autonomous vehicles and 5G infrastructure. Today, the company announced it is now sampling the platform, with...

NVIDIA Needed A CPU, But Did It Need To Buy Arm To Get One?

I often opine that NVIDIA needs a data center-class CPU to compete with Intel and AMD, both of whom have used tightly-coupled CPU/GPU technology to win the first three U.S. exascale supercomputer deals. Connecting massive GPUs to fast CPUs over a painfully slow PCIe...

Qualcomm Readies Rack-Scale AI With New Chips And Roadmap

Qualcomm announcement omits many details, but Humain will be a key customer. Qualcomm has quietly been in the AI data center since the company introduced the Qualcomm AI100 in 2019. Now, Qualcomm has taken a big step forward, launching a data center AI chip, PCIe...

Cadence Design Announces Second-Generation IP For Edge AI

AI is penetrating nearly every market and every device, causing leading microprocessor developers to rethink their SoC to enable fast AI execution at low power. The global edge AI hardware market size was valued at $6.88 billion in 2020, and is projected to reach...

NovuMind: An Early AI Chip Startup

Last fall, a bit of nerdy controversy arose around AI chip startup NovuMind when the company announced its first low-power chip for processing neural networks. The company claimed that its patented design could natively process 3-D tensor data far more efficiently...

SiFive Is Leading The Way For Innovation On RISC-V

The company appears well positioned to challenge CPU incumbents with high performance RISC-V CPUs and Vector Extensions to the open ISA architecture. The RISC-V CPU Instruction Set Architecture (ISA) is emerging as a serious challenger to current CPUs based on...

NVIDIA Launches Lovelace GPU, Cloud Services, Ships H100 GPUs, New Drive Thor, And ….

It’s impossible to convey the excitement of an NVIDIA CEO Jensen Huang keynote address at GTC, but here’s what caught my eye this week. NVIDIA made a slew of technology and customer announcements at the Fall GTC this year. Highlights included an H100 update, a new...

Cerebras Builds Its Own AI Supercomputer, Andromeda

Company stood up an AI Exaflop system in just three days! At Supercomputing ‘22 in Dallas, Texas, startup Cerebras has announced the company has created its own supercomputer, much like NVIDIA has done with Selene. The system, called Andromeda, is composed of 16 CS-2...