The Latest News in AI

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

The Cambrian AI Landscape: Qualcomm

Can the mobile chip giant finally break into the data center? Qualcomm began sampling the Cloud AI100 to select data center customers last quarter.  The performance looks to be promising, based on the limited benchmarks we have seen, and the power efficiency for...

AMD Claims MI300X Is The World’s Fastest AI Hardware

The hardware looks quite capable, but the software optimization story has a long way to go to get close to Nvidia. But given the current demand/supply imbalance, I suspect AMD can sell all they can make. AMD launched the MI300 in San Jose to an anxious audience of...

Intel Focusses On AI At Big Event, And For Good Reasons

Intel has a multi-prong AI strategy. The company announced the AI PC and Intel Xeon Gen5 with excellent AI performance and TCO. Intel announced new products for desktops and servers, and the focus for both was AI, where Intel has a commanding lead over the...

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...

INTEL Lays Down The Gauntlet For AMD And NVIDIA GPUs

The company’s Xe GPU for HPC looks pretty good, but will it be good enough to catch up to AMD and NVIDIA? Intel has adopted a "Domain-Specific Architecture" strategy espoused by John L. Hennessy, Alphabet Chairman and former President of Stanford...

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...

Ventana Micro Launches Server-Class RISC-V CPU, Challenging Arm

The company announces the industry’s highest performing RISC-V CPU for SOC designers building domain-specific chips. The semiconductor industry is on the verge of a major transition to chiplet-based designs and domain-specific solutions. And RISC-V, the open-source...

A Deeper Look Into Qualcomm’s MLPerf Results

Qualcomm not only bested the entire field for power efficiency, a 16-card server was the fastest tested. Qualcomm, perhaps best known for its leadership Snapdragon mobile platform, has further enhanced its AI bona fides with V1.1 MLPerf inference benchmark suite...

IBM Research Says Analog AI Will Be 100X More Efficient. Yes, 100X.

IBM AI Hardware Research Center has delivered significant digital AI logic, and now turns their attention to solving AI problems in an entirely new way. Gary Fritz, Cambrian-AI Research Analyst, contributed to this article. AI is showing up in nearly every aspect of...

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....