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...

read more

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...

read more

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...

Intel Announces Neuromorphic Loihi 2 AI HW And Lava SW

Intel Research believes that brain-like Neuromorphic computing could hold the key to AI efficiency and capabilities. Intel has announced the availability of the second generation “Loihi” chip to further research into neuromorphic computing techniques that more closely...

If The Arm Deal Fails, NVIDIA Is Fine, But Arm May Struggle

European regulators are again expressing concerns about the impact on competition. But the alternatives for Arm could be worse. NVIDIA does not need to acquire Arm to keep growing like a weed. The acquisition would add to NVIDIA’s revenue and growth, to be sure, but...

Qualcomm Has Become A Leader In Automotive Automation

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...

The AMD/OpenAI Partnership Will Fuel More Growth

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...

Breaking: AMD Is Not The Fastest GPU; Here’s The Real Data

At the MI300 launch, AMD claimed it had significantly better performance than Nvidia. While the AMD chip does look good, and will probably run most AI just fine out of the box, the company did not use the fastest Nvidia software. The difference is enormous. At a...

Qualcomm Doubles Down On Automotive With New Snapdragon Platforms

A car that thinks, plans ahead, entertains, saves time, and ensures a safe and comfortable ride depends on AI-enabled silicon. Can Qualcomm Snapdragon become the leader in this revolution? They already have. The annual Snapdragon Summit (as usual, located in beautiful...

Competitive Landscape Excerpt: AMD

As a bookend to AMD’s EPYC3 launch earlier this week, I thought I should share my thoughts on the company’s AI chip, the MI100, excerpted and updated from the Q1 Competitive Landscape Report. The company’s new GPU is a solid first effort for AMD’s revived data center...

Cerebras, 23’s Most Successful AI Startup, Sees A Bright Future

With revenue and customer commitments approaching $1B, Cerebras’ Wafer Scale Engine has likely generated more business than all other startup players combined. Needless to say, CEO Andrew Feldman is feeling pretty bullish about 2024. As previously discussed, Cerebras...