The Latest News in AI

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

Intel Challenges AMD And NVIDIA With New AI Technologies Amid Renewed Developer Commitments

Upcoming CPU and GPU technologies require increased support for the development community, including eleven new development partners and new tooling. Concurrently, and not coincidently, Amazon announces availability of Intel Habana Gaudi on AWS. In 1997, Pat...

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,...

New MLPerf Benchmarks Show Why NVIDIA Reworked Its Product Roadmap

Every six months, NVIDIA, Intel and Google show how much their AI training hardware and software have improved while their competitors hide in the bushes. NVIDIA is starting to see some competitive threats but remains the leader, especially in the scale of its...

Micron Looks To Be First To Market With HBM3 Update For Generative AI And HPC

According to the company, the new Gen-2 of HBM increases memory capacity by 50%, with another bump in the works for 2024. As you may have heard, in addition to NVIDIA GPUs, generative AI eats memory for lunch. And dinner. In fact, running ChatGPT takes 8 or 16 GPUs...

Does NVIDIA Selene Form A Wider Moat Than CUDA?

The annual International Supercomputer Conference (ISC), held virtually this year, kicked off today. Not surprisingly, NVIDIA has already made a few announcements of note. Especially of interest to me was the announcement of Selene, NVIDIA’s in-house 1+ Exaflop AI...

NVIDIA Earth-2: Leveraging The Omniverse To Help Understand Climate Change

Cambrian-AI Analyst Alberto Romero contributed to this article. One of the greatest challenges humanity faces today is climate change. Although changes in climate occur naturally, during the last 200 years human activities have directly influenced the otherwise normal...

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...

Skipping Nvidia Left Amazon, Apple And Tesla Behind In AI

Everyone thinks they are a comic. And everyone in big cap high tech thinks they can design better and/or cheaper AI chip alternatives to the industry-leader, Nvidia. Turns out, it’s simply not that easy. Apple and AWS have recently run aground in AI growth, and Tesla...

Nvidia Ups Its Robotics Game With Blackwell-Based Jetson Thor

Nvidia focuses on maximum performance and efficiency. We’ve all heard the predictions: the Next Big Thing will be “Physical AI” (Nvidia) or “Embodied AI” (Qualcomm). Jensen Huang has predicted that in a decade, there will be more robots than humans on Earth. These...

What’s Next For On-Device AI? Ask Qualcomm

Qualcomm held a one day analyst event in San Diego updating us all on their AI research. Pretty amazing stuff, but the big news is yet to come with a new Oryon-based Snapdragon expected this Fall, and perhaps a new Cloud AI 100 next year. Qualcomm was pretty confident...