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

by Karl Freund | Dec 3, 2025 | In the News

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...

Google AI Shot Heard Globally; Another Shoe Is About To Drop

by Karl Freund | Nov 25, 2025 | In the News

The AI sphere is abuzz lately with news and rumors that the latest Google TPU, Ironwood, is powering the Gemini3 model, outpacing OpenAI on many metrics including intelligence and performance. Now, The Information, echoed by Bloomberg and CNBC, is reporting that...

AI Training: “I’m Not Dead Yet!”

by Karl Freund | Nov 12, 2025 | In the News

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...

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

by Karl Freund | Nov 10, 2025 | In the News

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...

Nvidia GTC-DC Event Highlights AI, Quantum, And 6G Advances

by Karl Freund | Oct 28, 2025 | In the News

Nvidia GTC has become not only a key event for AI but has also branched out to Asia, Europe, and Washington, DC to keep developers and buyers up to date on the latest advances in high-performance computing technology. This year's DC event, which kicked off with a...

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IBM Doubles Down On Its AI Cloud

by Karl Freund | January 31, 2024 | In the News | 0 Comments

IBM Research has doubled the capacity of its Vela AI Supercomputer, part of the IBM Cloud, to handle the strong growth in watsonx models and has aggressive plans to continue to expand and enhance AI inferencing with its own accelerator, the IBM AIU. A year ago, IBM...

An Update On Intel And Habana Labs

by Karl Freund | February 21, 2020 | AI and Machine Learning, In the News | 0 Comments

Last week, I reported that Intel plans to switch its AI acceleration from Nervana technology to Habana Labs, which it acquired in December. Since Intel had planned to bring out both the inference and the training versions of Nervana’s second generation, this came as...

BrainChip Sees Gold In Sequential Data Analysis At The Edge

by Karl Freund | August 22, 2023 | In the News | 0 Comments

Unlike in image processing or large language models, few AI startups are focused on sequential data processing, which includes video processing and time-series analysis. BrainChip is just fine with that. With all the buzz around LLM generative AI, it is understandable...

Flex Sees Opportunities In The New AI Data Center

by Karl Freund | November 22, 2024 | In the News | 0 Comments

Data center cooling is hot. At least it’s becoming a hot market, with industry projections likely to increase as the Nvidia Blackwell GPU push increases the percentage of silicon that requires liquid cooling. Goldman Sachs estimates the server cooling market is...

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

by Karl Freund | December 13, 2023 | In the News | 0 Comments

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...

IBM Teams With AMD For Cloud AI Acceleration

by Karl Freund | November 19, 2024 | In the News | 0 Comments

This could be quite telling, as IBM had previously been using Nvidia for it’s internal cloud AI research. IBM has selected AMD to provide AI accelerators for the IBM Cloud. This is another milestone for AMD, which needs cloud adoption to achieve its goals. And IBM...

Speeding AI With Co-Processors

by Karl Freund | May 7, 2025 | In the News | 0 Comments

Most chips today are built from a combination of customized logic blocks that deliver some special sauce, and off-the-shelf blocks for commonplace technologies such as I/O, memory controllers, etc. But there is one needed function that has been missing; an AI...

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

by Karl Freund | September 8, 2021 | In the News | 0 Comments

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...

NVIDIA Data Center Growth Returns

by Karl Freund | March 6, 2020 | AI and Machine Learning, In the News | 0 Comments

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...

It’s Moving Day!

by Karl Freund | August 23, 2025 | In the News | 0 Comments

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...