The Latest News in AI

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

Cerebras Partners With Qualcomm, Launches 3rd-Gen Wafer-Scale AI

by Karl Freund | Mar 13, 2024 | In the News

The newest system from Cerebras can handle multi-trillion parameter generative AI problems at twice the performance of its predecessor, while partnering with Qualcomm will help them cut inference processing costs by 10X. Cerebras Systems, the innovative startup who’s...

Will Nvidia GTC Mark The Peak Of AI?

by Karl Freund | Mar 6, 2024 | In the News

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...

Synopsys Launches First 1.6T Ethernet To Accelerate AI Data Centers

by Karl Freund | Feb 29, 2024 | In the News

Normally, an AI Industry Analyst like myself would not take notice of a new version of Ethernet; its IP is fairly staid technology these days. But now the demands of high performance AI has changed the game, again. CPU, Accelerators, and Switch vendors depend on...

AI Chip Vendors: A Look At Who’s Who In The Zoo In 2024

by Karl Freund | Feb 13, 2024 | In the News

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...

Why Nvidia Is Entering The $30B Market For Custom Chips

by Karl Freund | Feb 9, 2024 | In the News

Nvidia’s largest customers (e.g., Google, Amazon, Microsoft, Meta, and OpenAI) are developing AI chips that compete with Nvidia, presenting a potential long-term threat to the AI leader. Jensen’s response? “We can help you do that.” Warning: this blog contains...

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Nvidia Ups Its Robotics Game With Blackwell-Based Jetson Thor

by Karl Freund | August 25, 2025 | In the News | 0 Comments

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...

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

by Karl Freund | September 25, 2025 | In the News | 0 Comments

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...

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

by Karl Freund | September 5, 2025 | In the News | 0 Comments

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...

Nvidia Announces Rubin CPX GPU To Speed Long-Context AI

by Karl Freund | September 9, 2025 | In the News | 0 Comments

In an industry-first, Nvidia has announced a new GPU, the Rubin CPX, to offload the compute-intensive “context processing” off another GPU. Yep, now, for some AI, you will need two GPUs to achieve maximize performance and profit. I would be surprised if the...

IBM Research and NeuReality Announce Partnership For AI

by Karl Freund | November 2, 2021 | In the News | 0 Comments

NeuReality is the first Licensee of IBM’s reduced-precision core for AI IBM (NYSE: IBM) and NeuReality, an Israeli AI systems and semiconductor company, have signed an agreement to develop the next generation of high-performance AI inference platforms. IBM and...

GrAI Matter Labs: Brain-Inspired AI For The Edge

by Karl Freund | June 1, 2022 | In the News | 0 Comments

This article was written by Alberto Romero, Cambrian-AI Analyst, and Karl Freund, Cambrian-AI Founder.We recently tweeted about the startup GrAI Matter Labs (GML) and received a lot of questions about the company’s products and strategy. As one of the first startups...

MLPerf 5.1: Nvidia Stays In The Lead While AMD Shows Off Its Latest

by Karl Freund | September 9, 2025 | In the News | 0 Comments

The Nvidia juggernaught faces increased competition, but keeps innovating in silicon, software and systems design to keep its No. 1 position in the AI market. The industry standard MLCommons organization has just released the latest benchmarks for inference...

MLPerf Shows AMD Catching Up With Nvidia’s Older H200 GPU

by Karl Freund | June 4, 2025 | In the News | 0 Comments

As you AI pros know, the 125-member MLCommons organization alternates training and inference benchmarks every three months. This time around, its all about training, which remains the largest AI hardware market, although not by much as inference drives more growth as...

The AMD/OpenAI Partnership Will Fuel More Growth

by Karl Freund | October 6, 2025 | In the News | 0 Comments

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...

AI Enables Major Healthcare Advances At JP Morgan Event

by Karl Freund | January 13, 2025 | In the News | 0 Comments

How do we create AI in Healthcare? If you are like me, when you see your doctor, the constant probing for data can be somewhat annoying. First, you fill out forms with endless questions about your medical and familial history. Then, your doctor asks about your...