The Latest News in AI

We publish news articles on Forbes, which are copied here for your convenience.  

It’s Moving Day!

Its Hard to Start Over. But It is Time… From Forbes to Substack. I’ve been publishing on Forbes for over a decade, focusing primarily on AI Hardware as an Industry Analyst. My company is Cambrian-AI Research, which I founded after leaving Moor Insights and Strategy in...

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Cerebras Systems And G42 Build 2nd Phase Of Joint AI Supercomputer

The only AI Hardware startup to realize revenue exceeding $100M has finished the first phase of Condor Galaxy 1 AI Supercomputer with partner G42 of the UAE. Other Cerebras customers are sharing their CS-2 results at Supercomputing ‘23, building momentum for the...

Qualcomm Doubles The Smart In Smartphones

For the last decade, a “smart phone” was defined by its ability to run applications locally on the device. These days, however, “smart” means features powered by AI, with intelligent applications such as enhanced computational photography, voice processing and gaming...

BrainChip Readies 2nd Gen Platform For Power-Efficient Edge AI

The company’s event-based digital Neuromorphic IP can add efficient AI processing to SoCs. Edge AI is becoming a thing. Instead of using just an embedded microprocessor in edge applications and sending the data to a cloud for AI processing, many edge companies are...

A Look At Graphcore’s AI Software

Software for new processor designs is critical to enabling application deployment and optimizing performance. UK-based startup Graphcore, the unicorn provider of silicon for application acceleration, places significant emphasis on software, dedicating roughly half its...

IBM Shares Quantum Use Cases In Dazzling New Book

The IBM Institute for Business Value (IBV) has published a beautiful book, good to read and also a substantial addition to any executive office: the fourth edition of The Quantum Decade. The 168-page tome written by over 70 professionals in every industry, clearly...

NVIDIA DPU & Intel IPU: Game Changers Or Just Smart NICs?

Intel has joined the fray to create a new category of Smart Network Interfaces, but with a different strategy than NVIDIA. Back in 2020, when we were all still afraid to leave our homes, NVIDIA launched what it said was a new kind of processor that combined the...

ChatGPT: Massive Disruption

Our relationship with computers will never look the same. Here are the winners and losers. The web, the media, and my email are entirely full of ChatGPT missives and questions. I’ve spent hours with scores of investors, all wanting to understand the impact on...

Q2 Competitive Update: The AI Cambrian Explosion Rolls On

A lot of new AI Silicon and Software has been announced since March and it can be tough to keep track of it all. To help users, vendors, and investors keep track, our June Competitive Landscape Report is now available, and for a limited time, the ~70-page report is...

Qualcomm Cloud AI100 Ultra: 4 Times The Performance For Large Models

We haven't heard from Qualcomm in a while regarding their power-efficient data center inference accelerator, which still holds the record for power efficiency, according to MLCommons benchmarking. Now Qualcomm has announced a new “Ultra” version that delivers four...

How Might OpenAI Outcomes Impact Nvidia, AMD, Intel And Microsoft?

The story keeps changing, but one thing is for sure. There will be one more AI vendor who will need tens of thousands of new GPUs. As the Loony Tunes saga continues, thanks to the OpenAI board of directors (”Th.. Th.. Th.. That’s all, Folks!”), a ton of meetings in...