The Latest News in AI
We publish news articles on Forbes, which are copied here for your convenience.
Qualcomm Readies CPUs For The Data Center Using Nvidia NVLink Fusion
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
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!
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
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...
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...