The Latest News in AI

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

IBM Doubles Down On Its AI Cloud

IBM Research has doubled the capacity of its Vela AI Supercomputer, part of the IBM Cloud, to handle the strong growth in watsonx models and has aggressive plans to continue to expand and enhance AI inferencing with its own accelerator, the IBM AIU. A year ago, IBM...

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OpenAI’s Deep Research Demands More Hardware, Not Less

Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s "Fast Money" program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I struggle to...

Intel’s New Chips Focus On AI

Today, Intel launched and disclosed new technologies across its portfolio of processors, with special emphasis on enhanced AI capabilities. Unlike its many competitors, who either produce a CPU, a GPU, an FPGA or an AI-specific accelerator, Intel’s strategy is “all of...

With MLPerf, NVIDIA Wins, AGAIN!

While the new H100 GPU shows off its Transformer Engine in MLPerf, Intel advances with Gaudi-2 accelerator, and MosaicML shows A100 results nearly as good as H100 with their software. Every six months, MLCommons orchestrates and publishes on mlcommons.org over one...

NVIDIA L40S: A Datacenter GPU For Omniverse And Graphics That Can Also Accelerate AI Training & Inference

I’m getting a lot of inquiries from investors about the potential for this new GPU and for good reasons; it is fast! NVIDIA announced a new passively-cooled GPU at SIGGRAPH, the PCIe-based L40S, and most of us analysts just considered this to be an upgrade to the...

The IBM Research AI Hardware Center: An Update

Celebrating its two-year anniversary, the Center announces innovative AI acceleration technologies along with nearly tripling its cadre of memberships. The IBM Research AI Hardware Center is the nexus of a group of academic and industry leaders contributing to the...

NVIDIA DPU & Intel IPU: Game Changers Or Just Smart NICs?

Intel has joined the fray to create a new category of Smart Network Interfaces, but with a different strategy than NVIDIA. Back in 2020, when we were all still afraid to leave our homes, NVIDIA launched what it said was a new kind of processor that combined the...

Who Is The Leader In AI Hardware?

A few months ago, I published a blog that highlighted Qualcomm’s plans to enter the data center market with the Cloud AI100 chip sometime next year. While preparing the blog, our founder and principal analyst, Patrick Moorhead, called to point out that Qualcomm ,...

NVIDIA Earth-2: Leveraging The Omniverse To Help Understand Climate Change

Cambrian-AI Analyst Alberto Romero contributed to this article. One of the greatest challenges humanity faces today is climate change. Although changes in climate occur naturally, during the last 200 years human activities have directly influenced the otherwise normal...

Cadence Is Leading The Audio Revolution With AI Technology

Many analysts like to say that AI will become pervasive, applied to just about every aspect of computing to improve product quality, increase productivity, increase revenues, and lower costs. While investors remain alert for any signs that the bubble is about to...

Using AI To Build Better Chips

With so many startups and large semiconductor firms racing to get new AI chips to market, electronic tool and design service firms like Synopsys, Cadence and Mentor Graphics are looking for new approaches to help designers speed their time to market. Ironically, one...