The Latest News in AI

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

The Age of Chiplets is Upon Us

The idea of chiplets is simple: develop the best semiconductors for the needed functions using the most proper manufacturing process. Then combine an assortment of chiplets on a multi-die package, and voila! A lower-cost approach to advanced semiconductors. The...

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AI Chip Vendors: A Look At Who’s Who In The Zoo In 2024

2/15: Updated to include Tenstorrent While the Nvidia AI story has rightly captivated investor attention, competitors are readying alternatives. How might AMD, Intel, Cerebras, Tenstorrent, Groq, D-Matrix and all the Cloud Service Providers impact the market? As...

News Flash: NVIDIA Remains The Fastest Available AI Accelerator

Ok, while that is hardly surprising news, given the comfortable lead NVIDIA enjoys, Google’s upcoming TPUv4 out-performed NVIDIA on three of eight benchmarks on a chip-to-chip basis, while Graphcore’s performance and price/performance is in the ball park. Meanwhile,...

Why Intel Is Investing In Neuromorphic Computing

Intel certainly has a lot of irons in the AI fireplace, including Xeon CPUs, Movidius computer vision chips, MobileEye chips for autonomous driving and Deep Neural Network training and inference processing technology from the newly acquired Habana Labs. With all of...

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...

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

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...

AI Hardware: Harder Than It Looks

The second AI HW Summit took place in the heart of Silicon Valley on September 17-18, with nearly fifty speakers presenting to over 500 attendees (almost twice the size of last year’s inaugural audience). While I cannot possibly cover all the interesting companies on...

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 Cranks Up The Volume On Arm CPU And Omniverse Software

Two industry events have provided the stage for NVIDIA to share their plans for a proprietary Arm CPU based product line that we believe will transform their own business and the AI/HPC industry landscape. NVIDIA used the annual Computex and International Super...

Cerebras, 23’s Most Successful AI Startup, Sees A Bright Future

With revenue and customer commitments approaching $1B, Cerebras’ Wafer Scale Engine has likely generated more business than all other startup players combined. Needless to say, CEO Andrew Feldman is feeling pretty bullish about 2024. As previously discussed, Cerebras...

Mythic Launches Industry First Analog AI Chip

Mythic claims 400 TOPS with 1.28B parameters on 16-chip PCIe Card Please welcome new Cambrian-AI Analyst Gary Fritz, who contributed to this article. Artificial Intelligence applications are starting to show up in everything from cell phones to supertankers. But at...