The Latest News in AI

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

Qualcomm Readies Rack-Scale AI With New Chips And Roadmap

by Karl Freund | Oct 27, 2025 | In the News

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...

Cerebras, Groq And SambaNova Line Up To Compete With Nvidia

by Karl Freund | Oct 21, 2025 | In the News

While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba Nova. While Groq and Samba Nova seem to be getting some traction,...

The AMD/OpenAI Partnership Will Fuel More Growth

by Karl Freund | Oct 6, 2025 | In the News

AMD just won the biggest AI deal in the company’s history, with OpenAI entering a definitive agreement to deploy 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by AMD Instinct MI450 series GPUs set to start in the second half of 2026. The...

Qualcomm Snapdragon Takes Aim At PC Rivals Intel, AMD And Apple

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

Snapdragon sponsored my trip to Maui to see the new hardware being announced at the annual Snapdragon Summit in Maui. Qualcomm has rolled out new Snapdragon 8 for mobile and X2 Elite for Laptops that take on the competition with faster performance and lower power than...

Cadence Design And Nvidia Team To Create AI Data Center Digital Twin

by Karl Freund | Sep 19, 2025 | In the News

The data center business is in a bit of a panic. Demand is skyrocketing. Rack power requirements have increased from ~12KW per rack to over 125 KW in just the last year. Now they are preparing for a Gigawatt rack in the next two to three years (Nvidia Rubin Ultra)....

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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....

NVIDIA Dominates A Near-Empty Field In AI Benchmarks Again

by Karl Freund | April 21, 2021 | In the News, Semiconductor | 0 Comments

The Qualcomm AI chip also looks pretty efficient, but where is everyone else? MLCommons, the not-for-profit organization that manages the AI benchmarks collectively known as MLPerf, has just released the V1.0 inference results. While NVIDIA once again dominated the...

Nvidia Contributes Blackwell And Ethernet Tech To Meta’s Open Compute

by Karl Freund | October 15, 2024 | In the News | 0 Comments

Many think of Nvidia as a closed ecosystem. But as AI transitions from fast chips to address a full-system challenge, Nvidia is helping drive an open industry. Yes, CUDA is closed. Nvidia says it has to be closed in order to develolp an optimized software abstraction...

In The Latest AI Benchmarks, Nvidia Remains The Champ, But Qualcomm Is Rising Fast

by Karl Freund | September 22, 2021 | In the News | 0 Comments

NVIDIA rules the performance roost, Qualcomm demonstrates exceptional power efficiency, and Intel demonstrates the power of software. Every three months, the not-for-profit group MLCommons publishes a slew of peer-reviewed MLPerf benchmark results for deep learning,...

Does NVIDIA Selene Form A Wider Moat Than CUDA?

by Karl Freund | July 6, 2020 | AI and Machine Learning, In the News | 0 Comments

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...

IBM Announces Two Innovations To Advance Quantum Computing

by Karl Freund | November 20, 2022 | In the News | 0 Comments

Error Mitigation and Dynamic Circuits will unlock new era of exploration on IBM Quantum computers for at least the next five years. In addition to the new Osprey chip, IBM has announced two innovations at the annual Quantum Summit, one around error mitigation, and one...

Tenstorrent Opens Office In Japan To Capitalize On RISC-V + AI

by Karl Freund | March 14, 2023 | In the News | 0 Comments

Is the company setting up the first RISC-V HPC win? Tenstorrent, the Toronto-based semiconductor company, now led by the super-star chip designer Jim Keller, has just opened a new office in Japan. So, as many other AI startups are struggling, Tenstorrent is doubling...

Competitive Landscape Excerpt: AMD

by Karl Freund | March 19, 2021 | DataCenter AI, In the News | 0 Comments

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...

Cerebras Files For The Very First Generative AI IPO

by Karl Freund | October 2, 2024 | In the News | 0 Comments

If Cerebras can grow beyond its initial benefactor, G42, this IPO will be a rocket ship. If not, … It may be hard to believe, but there hasn’t been a single IPO for an AI hardware company. Period. Not One. Why? Because none of the startups have yet to achieve the...

IBM Nears Breakthrough In New Memory Class

by Karl Freund | March 10, 2021 | In the News | 0 Comments

IBM Research has been working on new non-volatile magnetic memory for over two decades. Non-volatile memory is wonderful for retaining data without power, but it is extremely slow, and does not last forever. Primary computer memory (Dynamic Random Access Memory, or...