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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Will AMD’s MI300 Beat NVIDIA In AI?

The upcoming MI300, which will ship Latter this year after NVIDIA’s Grace/Hopper Superchip, certainly has a shot at it. But there remain a lot of unknowns that will determine how well it performs for AI applications. And then there is Software. Yeah, Software. Lots of...

Cerebras Partners With Qualcomm, Launches 3rd-Gen Wafer-Scale AI

The newest system from Cerebras can handle multi-trillion parameter generative AI problems at twice the performance of its predecessor, while partnering with Qualcomm will help them cut inference processing costs by 10X. Cerebras Systems, the innovative startup who’s...

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...

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...

AI Startup Tsavorite Emerges With $100M In Orders, 10X Performance

Another player has entered the AI semiconductor arena, and they’re not holding back. Tsavorite Scalable Intelligence, a Silicon Valley startup, has come onto the scene with bold performance claims, just a week before the SC25 event in St. Louis, Missouri. While their...

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...

MLPerf Shows AMD Catching Up With Nvidia’s Older H200 GPU

As you AI pros know, the 125-member MLCommons organization alternates training and inference benchmarks every three months. This time around, its all about training, which remains the largest AI hardware market, although not by much as inference drives more growth as...

NVIDIA Outperforms Itself Once Again

When the only company you can beat is yourself, what do you do? After all, you are the leader, right? And nobody else is even suited up and on the court. Some companies might rest on their laurels, saving money and slowing down R&D. NVIDIA is not one of those...

Cerebras Announces Pay-As-You-Go AI Training On Cirrascale Cloud

Company claims it can train AI 8X faster than AWS at half the cost for large models.Cerebras is not your typical AI chip company. And thats a good thing. We already have a lot of knock-offs taking on NVIDIA, and they all seem to do a good job of knocking only...

Following MSFT & GOOG Lead, AWS Embraces Nvidia And Upgrades Own Chips

As expected, Amazon AWS CEO Adam Selipsky announced updated AWS-engineered AI Training and Arm CPU chips to lower the cost of cloud services. But AWS has a problem: they have kept Nvidia at arm’s length to their detriment as Microsoft Azure increases market share. To...