The Latest News in AI

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

Qualcomm Becomes A Mobile AI Juggernaut.

As we approach Nvidia GTC, its worth noting that there is another player in town. Or south of town, in San Diego: Qualcomm. The company has been building AI expertise and technology for over a decade, and we believe its lead over mobile rivals in both AI hardware and...

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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...

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...

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

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...

Synopsys Certifies AI-Lead Design And IP Solutions For Samsung’s 2nm

2nm is the Next Big Thing in chip production, and Synopsys design tools and IP are now ready for production work and tape-outs on Samsung’s latest fab. Samsung has its eyes on the prize, hoping to secure more design wins as it competes with TSMC for the semiconductor...

Will Nvidia GTC Mark The Peak Of AI?

In these explosive times and stock market surges, let’s look at where we might find the nuggets of new growth. Nvidia will focus on additional growth opportunities in Inference processing, Software, Edge, and Automotive; Nvidia is nowhere near Peak AI. Yes, GTC is a...

Nvidia’s New HW Alleviates Concerns For Blackwell Transition

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 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 To Power ‘El Capitan’ Super Computer From HPE’s Cray

Last fall, as Cray was being acquired by Hewlett-Packard Enterprise for $1.6B, the company announced that it had been selected by the US DOE for two more exa-scale supercomputers based on the processor-agnostic Cray Shasta architecture. The Lawrence Livermore National...

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...

NVIDIA GTC: “DPU” Smart NIC And More

NVIDIA Co-founder and CEO Jensen Huang rarely disappoints his audience nor his investors. This week he once again delivered the goods at the GPU Technology Conference. Announcing a broad range of hardware and software innovations, Jensen made it clear that he intends...