The Latest News in AI
We publish news articles on Forbes, which are copied here for your convenience.
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...
OpenAI’s Deep Research Demands More Hardware, Not Less
Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s "Fast Money" program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I struggle to...
Qualcomm Could Benefit Most From DeepSeek’s New, Smaller AI
While the Deep Seek Moment crashed most semiconductor stocks as investors feared lower demand for data center AI chips, these new, smaller AI models are just the ticket for on-device AI. “DeepSeek R1 and other similar models recently demonstrated that AI models are...
The Raging Debate: When Will Quantum Arrive?
There has been considerable discussion and stock price volatility of late surrounding the expected timing of useful applications and hardware for quantum computing. One month after Google created excitement around its Willow quantum chip, Nvidia CEO Jensen Huang and...
Who Wins If The New Biden AI Export Rules Stand?
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...