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

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...

The IBM Research AI Hardware Center: Solid Progress, Aggressive Goals

IBM AI acceleration technologies are becoming so good, most AI chip companies would be better off licensing core AI tech from IBM. Creating and using massive AI networks is quickly becoming unaffordable: Open.AI’s GPT-3 cost over $12M to train using thousands of GPU’s...

Nvidia Sweeps AI Benchmarks While AMD Misses The Boat. Again.

Nvidia did not submit results for Blackwell either, as it wasn’t ready when results had to be submitted, but still won the race with the Hopper GPU by up to 4X. Too bad for AMD, as they probably have the most to gain by publishing results for the MI300, even if Hopper...

Cerebras, Groq And SambaNova Line Up To Compete With Nvidia

While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba Nova. While Groq and Samba Nova seem to be getting some traction,...

New MLPerf Benchmarks Show Why NVIDIA Reworked Its Product Roadmap

Every six months, NVIDIA, Intel and Google show how much their AI training hardware and software have improved while their competitors hide in the bushes. NVIDIA is starting to see some competitive threats but remains the leader, especially in the scale of its...

Synopsys Has Helped Over 100 Clients Use AI To Accelerate Chip Design

The company’s DSO.AI is helping chip designers run more experiments, make smaller chips, and speed performance. Three years ago, EDA vendor Synopsys started helping clients use reinforcement learning, an AI technique, to accelerate and improve physical chip layout...

NVIDIA Data Center Growth Returns

NVIDIA reported renewed growth overall last week. Its Data Center segment (where most of the AI hardware is reported) grew 43% to a record $968M in the last quarter, and gaming rose 56% to $1.49 billion. The stock market appreciated the news, sending NVIDIA up over...

Cerebras Publishes 7 Trained Generative AI Models To Open Source

The AI company is the first to use Non-GPU tech to train GPT-based Large Language Models and make available to the AI community. The early days of an open AI community, sharing work and building on each other’s success, is over. As there is now much more money at...

Arm Adds More AI Firepower

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...

Is The AMD GPU Better Than We Thought For AI?

MosaicML, just acquired by DataBricks for $1.3B, published some interesting benchmarks for training LLMs on the AMD MI250 GPU, and said it is ~80% as fast as an NVIDIA A100. Did the world just change? To be brutally honest, everyone wants to see a fight, between AMD...