The Latest News in AI

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

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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What If IBM Z Could Help Stop Fraud?

Last year, IBM launched the z16 with an integrated AI accelerator on each CPU chip. Now, with the infusion of AI into IBM z/OS and a robust AI open-source toolkit, IBM Z customers can realize low-latency AI on a highly trustworthy and secure enterprise system: the...

Is Jensen Huang Nvidia’s Chief Revenue Destruction Officer?

At this year's GTC event in San Jose, Nvidia CEO Jensen Huang held over 25,000 people in the palm of his hand, captivated by his vision of AI and how it could transform the world we live in. Some folks in the audience couldn't keep up and started fiddling with their...

Synopsys Moves To RISC-V To Help SoC Developers

When the number two provider of CPU designs jumps on the RISC-V train, it is a significant milestone. The open-source RISC-V design is on a roll, displacing Arm in many SoC development plans. ARC and Arm are both companies that design and license microprocessor (CPU)...

Nvidia Matures Its AI, While AMD Plays Catchup At Computex

Nvidia broadens its reach to ensure that AI delivers on its promises. AMD is building faster chips, faster. The Market appears to prefers the former: Nvidia is up nearly 5%, while AMD is down ~2.5% today. Which is better? Well Elon Musk said Sunday on X that his xAI...

AMD Goes After NVIDIA With New GPU For The Datacenter

Today AMD announced its first data center GPU to compete in high-performance computing (HPC) and Artificial Intelligence (AI). Last year, the company announced that it would bifurcate its GPU technology into two architectures: CDNA for computation and RDNA for...

NVIDIA L40S: A Datacenter GPU For Omniverse And Graphics That Can Also Accelerate AI Training & Inference

I’m getting a lot of inquiries from investors about the potential for this new GPU and for good reasons; it is fast! NVIDIA announced a new passively-cooled GPU at SIGGRAPH, the PCIe-based L40S, and most of us analysts just considered this to be an upgrade to the...

Cambridge Quantum Computing: Taking The Open Source Route

Cambrian-AI Research Sr. Analyst Gary Fritz contributed this blog. AI has been advancing dramatically in the last decade. It is able to solve classes of problems (facial recognition, machine translation, autonomous vehicles, and others) that were not suitably handled...

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...

Nvidia Sweeps Benchmarks. AMD Is MIA, Again

It should not surprise anyone: Nvidia is still the fastest AI and HPC accelerator across all MLPerf benchmarks. And while Google submitted results, AMD was a no-show. This blog has been corrected on 11/14 with a fresh TPU Trillium vs. Blackwell comparison. Say what...

The 2020 AI HW Summit: Beware The Benchmarks

The 3rd annual AI Hardware Summit concluded last week, after four days of mind-bending presentations, panels and discussions about the Cambrian Explosion in AI. For well over two years, many of us industry observers have waited for the players, big and small, to...