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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Cadence Design Announces Second-Generation IP For Edge AI

AI is penetrating nearly every market and every device, causing leading microprocessor developers to rethink their SoC to enable fast AI execution at low power. The global edge AI hardware market size was valued at $6.88 billion in 2020, and is projected to reach...

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...

Big AI Inference Has Become A Big Deal And A Bigger Business

Thanks to innovations like DeepSeek, training AI has become cheaper. However, inference is becoming more demanding as we ask AI to think harder before answering our questions. Nvidia, Groq, and Cerebras Systems (clients of Cambrian-AI Research) have all released...

NVIDIA Now Offers A Comprehensive Platform For Enterprise AI

Enterprises have been slow to adopt AI in a big way. Recent forecasts predict that is about to change, and NVIDIA wants to reap the benefits. Enterprise IT organizations can easily be put off by the amount of new technology they will have to master in order to adopt...

The Cambrian AI Landscape: Intel

Intel has adopted a "Domain-Specific Architecture" strategy espoused by John L. Hennessy, Alphabet Chairman and former President of Stanford University. Consequently, the company has at least one of everything: CPU, GPU, ASICs, and FPGAs. While this may appear to be a...

Cadence Design And Nvidia Team To Create AI Data Center Digital Twin

The data center business is in a bit of a panic. Demand is skyrocketing. Rack power requirements have increased from ~12KW per rack to over 125 KW in just the last year. Now they are preparing for a Gigawatt rack in the next two to three years (Nvidia Rubin Ultra)....

Cerebras Files For The Very First Generative AI IPO

If Cerebras can grow beyond its initial benefactor, G42, this IPO will be a rocket ship. If not, … It may be hard to believe, but there hasn’t been a single IPO for an AI hardware company. Period. Not One. Why? Because none of the startups have yet to achieve the...

Qualcomm Launches Unified AI Stack For Cloud To Edge Intelligence

The new Qualcomm AI Stack lays the foundation for domain-specific SDK’s While advances in AI accelerators have improved silicon performance by over a thousand-fold, it’s software that turns bits of silicon into useful capabilities for consumers and businesses. After...

As we said, Google is the Exception to the Rule!

The latest TPU and the upcoming Ironwood supercomputer were just the start Google is taking the next step in its quest to become a serious challenger to Nvidia GPUs. As I recently noted in my post on CSP silicon costs and failures, Google is the exception. Google...

The Case for Hardware-Assisted Verification in Complex SoCs

This article was first published in EE Times. Synopsys recently launched two new hardware-assisted verification (HAV) systems, intended to address the need for specialized hardware to manage the complexity of modern chip design. In this article, we look at the...