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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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...

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Competitive Landscape Excerpt: AMD

As a bookend to AMD’s EPYC3 launch earlier this week, I thought I should share my thoughts on the company’s AI chip, the MI100, excerpted and updated from the Q1 Competitive Landscape Report. The company’s new GPU is a solid first effort for AMD’s revived data center...

Will NVIDIA Enter The Race For Quantum Computing?

Well, not directly. However, the company is making it easier to develop code for quantum machines using GPUs. Ok, let's face it. Programming quantum computers is hard. REALLY hard. While we do not expect NVIDIA to develop and market their own quantum system any time...

The View From The AI HW Summit: What Was The Best AI HW In 2021?

The Summit is full of newsworthy announcements this week! I present a look back to help kick off the event... Today I present my annual AI industry overview at the AI Hardware Summit. This is the fourth annual event with nearly all the AI hardware vendors talking...

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

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...

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...

Intel Innovation: AI Everywhere

That phrase has dual meanings: AI will run everywhere, and AI was everywhere at the event. Pat Gelsinger’s keynote made it clear where Intel plans to innovate: AI. No surprise to anyone with a pulse, to be sure, but his enthusiasm was infectious. Every Intel employee...

Cerebras Gets Into The Inference Market With A Bang

Cerebras’ Wafer-Scale Engine has only been used for AI training, but new software enables leadership inference processing performance and costs. Should Nvidia be afraid? As Cerebras prepares to go public, it has expanded its target markets and competitive stance by...

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...

Cadence Supercomputer Appliance Enables Full-Scale Digital Twins

Computational Fluid Dynamics, or CFD, software simulates the flow of fluids around an object in fine detail and is indispensable to auto and aerospace manufacturers. But it takes a lot of FLOPS to simulate how a full system (a car, plane, jet engine, ...) behaves in...

Pat Gelsinger’s First Big Bet

New Intel CEO pledges $20B in Fab investments. Is that enough? What’s next? Newly installed Intel CEO Pat Gelsinger didn’t waste any time announcing that his top priority will be to “fix” the company’s manufacturing shortcomings which have delayed recent products by...