The Latest News in AI

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

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...

Cadence Supercomputer Appliance Enables Full-Scale Digital Twins

by Karl Freund | Feb 1, 2024 | In the News

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...

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SiFive Is Leading The Way For Innovation On RISC-V

by Karl Freund | August 14, 2022 | In the News | 0 Comments

The company appears well positioned to challenge CPU incumbents with high performance RISC-V CPUs and Vector Extensions to the open ISA architecture. The RISC-V CPU Instruction Set Architecture (ISA) is emerging as a serious challenger to current CPUs based on...

Synopsys Touts Smart “DesignDash” To Help Accelerate Chip Projects

by Karl Freund | June 10, 2022 | In the News | 0 Comments

Many chip design teams use internally developed tools or a mix of vendor tools to manage the development workflow. Now Synopsys is applying ML and Big Data analytics to inform a comprehensive dashboard to improve productivity and the end-to-end design process. Every...

NVIDIA Cranks Up The Volume On Arm CPU And Omniverse Software

by Karl Freund | June 7, 2022 | In the News | 0 Comments

Two industry events have provided the stage for NVIDIA to share their plans for a proprietary Arm CPU based product line that we believe will transform their own business and the AI/HPC industry landscape. NVIDIA used the annual Computex and International Super...

Ventana Micro Launches Server-Class RISC-V CPU, Challenging Arm

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

The company announces the industry’s highest performing RISC-V CPU for SOC designers building domain-specific chips. The semiconductor industry is on the verge of a major transition to chiplet-based designs and domain-specific solutions. And RISC-V, the open-source...

How Might OpenAI Outcomes Impact Nvidia, AMD, Intel And Microsoft?

by Karl Freund | November 20, 2023 | In the News | 0 Comments

The story keeps changing, but one thing is for sure. There will be one more AI vendor who will need tens of thousands of new GPUs. As the Loony Tunes saga continues, thanks to the OpenAI board of directors (”Th.. Th.. Th.. That’s all, Folks!”), a ton of meetings in...

The IBM Research AI Hardware Center: Solid Progress, Aggressive Goals

by Karl Freund | December 3, 2021 | In the News | 0 Comments

IBM AI acceleration technologies are becoming so good, most AI chip companies would be better off licensing core AI tech from IBM. Creating and using massive AI networks is quickly becoming unaffordable: Open.AI’s GPT-3 cost over $12M to train using thousands of GPU’s...

BrainChip Sees Gold In Sequential Data Analysis At The Edge

by Karl Freund | August 22, 2023 | In the News | 0 Comments

Unlike in image processing or large language models, few AI startups are focused on sequential data processing, which includes video processing and time-series analysis. BrainChip is just fine with that. With all the buzz around LLM generative AI, it is understandable...

Cadence Design Is Working With Renesas To Build The World’s First LLM Tool For Up-Front Chip Design

by Karl Freund | September 11, 2023 | In the News | 0 Comments

The company sees this as an augmentation, not a replacement, for its portfolio of reinforcement learning AI tools that improve the productivity of chip design teams, addressing the most challenging part of chip design. Cadence has been aggressively rolling out...

Nvidia Takes Major Step To Leverage Its Rack-Scale Ecosystem

by Karl Freund | May 20, 2025 | In the News | 0 Comments

While few dispute the incredible performance of Nvidia AI platforms, many complain that it is a closed system. You can’t replace the Arm CPUs with, say, a CPU from a RISC-V , or take advantage of a new AI ASIC like the Meta MTIA accelerator, without redesigning and...

Is Jensen Huang Nvidia’s Chief Revenue Destruction Officer?

by Karl Freund | March 21, 2025 | In the News | 0 Comments

At this year's GTC event in San Jose, Nvidia CEO Jensen Huang held over 25,000 people in the palm of his hand, captivated by his vision of AI and how it could transform the world we live in. Some folks in the audience couldn't keep up and started fiddling with their...