The Latest News in AI

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

The AMD/OpenAI Partnership Will Fuel More Growth

by Karl Freund | Oct 6, 2025 | In the News

AMD just won the biggest AI deal in the company’s history, with OpenAI entering a definitive agreement to deploy 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by AMD Instinct MI450 series GPUs set to start in the second half of 2026. The...

Qualcomm Snapdragon Takes Aim At PC Rivals Intel, AMD And Apple

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

Snapdragon sponsored my trip to Maui to see the new hardware being announced at the annual Snapdragon Summit in Maui. Qualcomm has rolled out new Snapdragon 8 for mobile and X2 Elite for Laptops that take on the competition with faster performance and lower power than...

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

by Karl Freund | Sep 19, 2025 | In the News

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)....

Nvidia Announces Rubin CPX GPU To Speed Long-Context AI

by Karl Freund | Sep 9, 2025 | In the News

In an industry-first, Nvidia has announced a new GPU, the Rubin CPX, to offload the compute-intensive “context processing” off another GPU. Yep, now, for some AI, you will need two GPUs to achieve maximize performance and profit. I would be surprised if the...

MLPerf 5.1: Nvidia Stays In The Lead While AMD Shows Off Its Latest

by Karl Freund | Sep 9, 2025 | In the News

The Nvidia juggernaught faces increased competition, but keeps innovating in silicon, software and systems design to keep its No. 1 position in the AI market. The industry standard MLCommons organization has just released the latest benchmarks for inference...

« Older Entries

Xilinx Enters The SmartNIC Market

by Karl Freund | March 20, 2020 | AI and Machine Learning, In the News | 0 Comments

The CPU in today’s data center is increasingly burdened by the need to process networking jobs. According to Xilinx’s VP Marketing for Data Center Products, Donna Yasay, networking stacks can tax CPUs up to 30%, robbing them of the cycles needed to run users’...

AMD Narrows The gap With Nvidia In New MLPerf Benchmarks

by Karl Freund | August 28, 2024 | In the News | 0 Comments

New benchmark results from AMD, Untether AI, Google, Intel, and Nvidia demonstrate the converging AI silicon performance competition. However, system design, networking, and software make AI sing and dance. And that’s where Nvidia excels. Finally, I can stop whining...

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...

MLPerf Training 4.0: It’s All About Scale

by Karl Freund | June 12, 2024 | In the News | 0 Comments

While there isn’t a lot of new hardware (none!), Nvidia and Intel show off their muscles and ability to run new models at scale. Ok, here we go again. MLCommons has released new AI benchmarks, this time for training. And again. Nvidia runs all AI models better than...

Cerebras Systems Wins A Major New Client: The Mayo Clinic

by Karl Freund | January 8, 2024 | In the News | 0 Comments

The Mayo Clinic has one of the world’s most extensive and valuable health data sets. AI can now transform that treasure trove into better health outcomes and scientific understanding, and Cerebras has been selected to help. As we noted last Fall, Cerebras is one of...

Qualcomm Is Still The Most Efficient AI Accelerator For Image Processing

by Karl Freund | September 29, 2022 | In the News | 0 Comments

Company’s recent design wins will help Qualcomm turn MLPerf benchmarks into sales. AI energy efficiency matters! Ever since Qualcomm announced its first-generation cloud edge AI processor, the Qualcomm Cloud AI 100, the company has been at the top of the leader board...

Welcome To 2024. It Promises To Be Quite The AI Ride!

by Karl Freund | January 8, 2024 | In the News | 0 Comments

2023 has been a fun year in AI, to say the least. OpenAI and ChatGPT changed nearly everything, and the AI revolution is just beginning. Nvidia will ship somewhere around 2 million H100-class GPUs in 2024, AMD is now shipping the MI300, and Intel Gaudi3 is coming...

NVIDIA AI Runs The Mlperf Table Again

by Karl Freund | August 17, 2020 | AI and Machine Learning, In the News | 0 Comments

Today, the industry standard AI benchmarking group, mlperf, released its 3rd raft of submissions for training AI networks, and just like the first two releases, NVIDIA swept a sparse competitive field in the category of commercially available hardware and software....

Qualcomm AI Research Innovates 3D Perception Techniques

by Karl Freund | August 31, 2022 | In the News | 0 Comments

The trick of AI at the edge is reducing complexity while maintaining accuracy. And that takes a lot of primary research. When we explored the eight “AI Firsts” from Qualcomm AI Research earlier this year, it was clear to us the company’s full-stack approach to AI...

Who Wins If The New Biden AI Export Rules Stand?

by Karl Freund | January 14, 2025 | In the News | 0 Comments

While Nvidia and the European Union have expressed their displeasure with the latest salvo of AI export restrictions from the Biden administration, a few companies and countries could actually benefit from them. But the industry as a whole will suffer, and so will...