The Latest News in AI

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

As we said, Google is the Exception to the Rule!

by Karl Freund | Sep 5, 2025 | In the News

The latest TPU and the upcoming Ironwood supercomputer were just the start Google is taking the next step in its quest to become a serious challenger to Nvidia GPUs. As I recently noted in my post on CSP silicon costs and failures, Google is the exception. Google...

Qualcomm Readies CPUs For The Data Center Using Nvidia NVLink Fusion

by Karl Freund | Sep 5, 2025 | In the News

NVLink has become a second, and perhaps deeper, moat for Nvidia, following its CUDA software tools and libraries. There's a reason the AI community prefers NVLink for connecting multiple GPUs: it is mind-blowingly fast, more than three times the performance of the...

Nvidia Ups Its Robotics Game With Blackwell-Based Jetson Thor

by Karl Freund | Aug 25, 2025 | In the News

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...

It’s Moving Day!

by Karl Freund | Aug 23, 2025 | In the News

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...

HotChips Preview: Nvidia Scales AI Beyond The Data Center

by Karl Freund | Aug 22, 2025 | In the News

The annual HotChips conference starts this Sunday, Aug. 24, in San Francisco. Nvidia is scheduled to present six sessions covering topics of interest to AI data center users and operators and will make several key announcements I’ll cover in this article. (Like most...

« Older Entries

Next Entries »

Meta Enters The Token Business, Powered By Nvidia, Cerebras And Groq

by Karl Freund | April 29, 2025 | In the News | 0 Comments

Meta held its first-ever event for AI developers, LlamaCon, at the company’s headquarters in Menlo Park, where it announced that it was ready to compete with ChatGPT from OpenAI, as well as Google, AWS, and AI-as-a-service startups. This is really a big deal for Meta...

Chip Design Moves To The Cloud With Synopsys And Microsoft Azure

by Karl Freund | April 6, 2022 | In the News | 0 Comments

CEO's Aart de Geus and Satya Nadella have teamed up to create the industry's first on-demand EDA Software as a Service offering on Microsoft Azure. SYNOPSYS AND MICROSOFT Synopsys and MicrosoftThe two companies have collaborated to enable engineers to design chips...

Perceive AI Launches 2nd Edge AI Chip For Low Power Applications

by Karl Freund | January 23, 2023 | In the News | 0 Comments

Company claims Ergo2 is up to four times faster than Perceive’s first-generation Ergo chip, and can handle much larger models such as NLP. Edge AI is coming into its own, with a variety of chips being launched that offer low cost, low power, and high performance....

IBM Teams With AMD For Cloud AI Acceleration

by Karl Freund | November 19, 2024 | In the News | 0 Comments

This could be quite telling, as IBM had previously been using Nvidia for it’s internal cloud AI research. IBM has selected AMD to provide AI accelerators for the IBM Cloud. This is another milestone for AMD, which needs cloud adoption to achieve its goals. And IBM...

Intel Creates $1B Innovation Fund To Grow RISC-V Market (And Attract New Foundry Customers)

by Karl Freund | February 25, 2022 | In the News | 0 Comments

This announcement will have a long-lasting impact on the entire semiconductor industry: Intel must fabricate chips for its competitors to grow its foundry business, and is investing in the emerging RISC-V market as the catalyst. Intel competitors Andes Technology,...

Qualcomm Could Benefit Most From DeepSeek’s New, Smaller AI

by Karl Freund | February 14, 2025 | In the News | 0 Comments

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...

Intel Announces Neuromorphic Loihi 2 AI HW And Lava SW

by Karl Freund | September 30, 2021 | In the News | 0 Comments

Intel Research believes that brain-like Neuromorphic computing could hold the key to AI efficiency and capabilities. Intel has announced the availability of the second generation “Loihi” chip to further research into neuromorphic computing techniques that more closely...

Graphcore Launches 3rd-Gen AI With Wafer-On-Wafer (WoW!) Technology

by Karl Freund | March 11, 2022 | In the News | 0 Comments

Startup also teases $120M Brain-Scale AI “Good Computer” For 2024 Remember Intel’s old Tick-Tock processor roadmap? The company alternated between two approaches, bringing out a new generation featuring architectural enhancements, then subsequently shrinking that chip...

Is Intel Turning The Corner?

by Karl Freund | June 16, 2023 | In the News | 0 Comments

Intel stock is up 35% in the last three weeks on a string of good news. Is there more to come? Semiconductors have been one of the fastest growing segments on Wall Street this year. Intel has quietly recovered its losses over the last year, with the bulk of the...

AMD Narrows The gap With Nvidia In New MLPerf Benchmarks

by Karl Freund | August 28, 2024 | In the News | 0 Comments

New benchmark results from AMD, Untether AI, Google, Intel, and Nvidia demonstrate the converging AI silicon performance competition. However, system design, networking, and software make AI sing and dance. And that’s where Nvidia excels. Finally, I can stop whining...