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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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...

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Blaize AI Emerges From Stealth

Throughout 2020, a wave of AI hardware startups will launch their companies and products. Cerebras started this wave with its wafer-scale engine last September. This week, Intel announced its AI chips from Nervana, Groq (founded by the inventors of Google TPU)...

Microsoft Announces Maia AI, Arm CPU, AMD MI300, & New Nvidia for Azure

In case you missed Satya Nadella’s keynote, here is a summary of vast array of news and my perspectives. Big impact on MSFT, AMD, AWS, and NVDA. CEO Satya Nadella presented a keynote packed with new product announcements. In case you didn’t watch it, here’s the news...

NVIDIA Again Claims The Title For The Fastest AI; Competitors Disagree

Intel Habana Labs and Graphcore add scale and software optimizations, while Google skips this round, choosing to put a stake in the ground for half-trillion parameter models. Every six months, the AI hardware community gathers virtually to strut their hardware stuff...

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...

EDA Vendors Help Intel Get The USA Back Into Chip Manufacturing

The US Semiconductor industry desperately needs to rebuild the country’s ability to produce the advanced chips that are the cornerstone of AI and every electronic device you can imagine. Most of those chips are built today in Taiwan by TSMC. Merely the thought of any...

Nvidia Ups Its Robotics Game With Blackwell-Based Jetson Thor

Nvidia focuses on maximum performance and efficiency. We’ve all heard the predictions: the Next Big Thing will be “Physical AI” (Nvidia) or “Embodied AI” (Qualcomm). Jensen Huang has predicted that in a decade, there will be more robots than humans on Earth. These...

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...

Untether AI Touts “At-Memory” Architecture, Promising Efficiency And Performance At The Edge

Every AI hardware startup begins at square one: design a novel architecture to accelerate deep neural network training and inference processing. Some focus on training, where performance is king, where even price is a secondary consideration in these early days of AI....

Is Intel Turning The Corner?

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...

Eliyan Technology May Rewrite How Chiplets Come Together

Company’s interconnect eliminates the need for expensive interposers, accelerating AI processing; could double the amount of memory for AI like ChatGTP, saving millions. Artificial Intelligence is finally having its iPhone moment. The launch of ChatGPT led to waves of...