The Latest News in AI

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

Nvidia’s New HW Alleviates Concerns For Blackwell Transition

by Karl Freund | Nov 18, 2024 | In the News

I awoke Sunday morning to an article in The Information written to instigate fear, uncertainty and doubt amongst Nvidia investors and users. Don’t worry. Nvidia’s got this. The article circulating this weekend highlighted the thermal challenges some customers face...

Nvidia Leads The HPC Landscape At SuperComputing ’24

by Karl Freund | Nov 18, 2024 | In the News

Nvidia has gone from a niche provider of HPC technology to becoming a dominant force in the industry. This year’s SC event reinforces that leadership. The annual SuperComputing event in North America is taking place this week in Atlanta, Georgia, and as usual the show...

Nvidia Sweeps Benchmarks. AMD Is MIA, Again

by Karl Freund | Nov 14, 2024 | In the News

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...

Who Has The Fastest AI Inference, And Why Does It Matter?

by Karl Freund | Nov 1, 2024 | In the News

A food fight erupted at the AI HW Summit earlier this year, where three companies all claimed to offer the fastest AI processing. All were faster than GPUs. Now Cerebras has claimed insanely fast AI performance with their latest software running on the company’s...

Qualcomm Doubles Down On Automotive With New Snapdragon Platforms

by Karl Freund | Oct 22, 2024 | In the News

A car that thinks, plans ahead, entertains, saves time, and ensures a safe and comfortable ride depends on AI-enabled silicon. Can Qualcomm Snapdragon become the leader in this revolution? They already have. The annual Snapdragon Summit (as usual, located in beautiful...

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News Flash: NVIDIA Remains The Fastest Available AI Accelerator

by Karl Freund | July 5, 2021 | In the News | 0 Comments

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,...

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...

Nvidia Improves Performance With 5x Faster AI. Yes, Software Matters.

by Karl Freund | December 5, 2023 | In the News | 0 Comments

Nvidia’s pre-emptive strike may blunt AMD MI300 news, pointing to the company's key advantage in AI software. AMD will host a big announcement this week in San Jose, where the company will announce details about its new flagship GPU for generative AI, the MI300....

Buckle Up! Here’s The Hot News From Nvidia GTC 2024

by Karl Freund | March 18, 2024 | In the News | 0 Comments

There is so much to share, so here is our take from Jensen’s Keynote address... After a five year Covid hiatus, Jensen Huang took the stage for an in-person Keynote at the SAP Arena to an adoring crowd of techies and investors. Like in the olden days, the man in the...

The Cambrian AI Landscape: NVIDIA, The 800Lb Gorilla

by Karl Freund | February 23, 2021 | In the News | 0 Comments

NVIDIA is the 800 lb. gorilla in the AI hardware space. The company invests heavily in silicon, systems, and software to maintain that leadership position. This blog is an excerpt from the AI Competitive Landscape Report which is available to subscribers. Early...

Using AI To Build Better Chips

by Karl Freund | May 8, 2020 | AI and Machine Learning, In the News | 0 Comments

With so many startups and large semiconductor firms racing to get new AI chips to market, electronic tool and design service firms like Synopsys, Cadence and Mentor Graphics are looking for new approaches to help designers speed their time to market. Ironically, one...

Synopsys Laps Competition With Second Generation AI

by Karl Freund | August 23, 2021 | In the News | 0 Comments

EDA Leader Synopsys paints path to Software-Designed Si Last year, EDA leader Synopsys announced it had developed an AI chip design instrument called DSO.ai that could produce faster, lower cost, and more power-efficient chips by using an AI to figure out how to best...

Can CEO Lip-Bu Tan Save Intel?

by Karl Freund | April 3, 2025 | In the News | 0 Comments

After only 14 days on the job, Monday was showtime for Intel’s newest CEO, Lip-Bu Tan. During his keynote at the Intel Vision event in Las Vegas, Mr. Tan reiterated the messages communicated in his shareholder letter two weeks ago. He wants to focus Intel on...

D-Matrix AI Chip Promises Efficient Transformer Processing

by Karl Freund | July 7, 2022 | In the News | 0 Comments

Startup combines Digital In-Memory Compute and chiplet implementations for data-center-grade inferencing. This article was written by Cambrian-AI Analysts Alberto Romero and Karl FreundD-Matrix was founded in 2019 by two veterans in the field of AI hardware, Sid Sheth...

Qualcomm Readies Rack-Scale AI With New Chips And Roadmap

by Karl Freund | October 27, 2025 | In the News | 0 Comments

Qualcomm announcement omits many details, but Humain will be a key customer. Qualcomm has quietly been in the AI data center since the company introduced the Qualcomm AI100 in 2019. Now, Qualcomm has taken a big step forward, launching a data center AI chip, PCIe...