The Latest News in AI

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

Qualcomm Becomes A Mobile AI Juggernaut.

As we approach Nvidia GTC, its worth noting that there is another player in town. Or south of town, in San Diego: Qualcomm. The company has been building AI expertise and technology for over a decade, and we believe its lead over mobile rivals in both AI hardware and...

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Will Nvidia GTC Mark The Peak Of AI?

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...

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Nvidia Sweeps Benchmarks. AMD Is MIA, Again

It should not surprise anyone: Nvidia is still the fastest AI and HPC accelerator across all MLPerf benchmarks. And while Google submitted results, AMD was a no-show. This blog has been corrected on 11/14 with a fresh TPU Trillium vs. Blackwell comparison. Say what...

ChatGPT: Massive Disruption

Our relationship with computers will never look the same. Here are the winners and losers. The web, the media, and my email are entirely full of ChatGPT missives and questions. I’ve spent hours with scores of investors, all wanting to understand the impact on...

AI Is Reshaping Chip Design. But Where Will It End?

Using AI reduces design costs, improves yields and performance, and shortens time-to-market for better chips. Synopsys, Cadence Design Systems, and many hyperscal chip designers are now adopting generative AI capabilities to facilitate chip design. Think of this as...

SiFive Lands $175M Financing

Valued At Over $2.5B, SiFive Is Set To Challenge Arm, And x86 Vendors SiFive, Inc., today announced it has raised $175 million in a Series F financing round, valuing the RISC-V company at over $2.5 billion. The Series F round was led by Coatue Management. SiFive...

This Cadence AI Super Agent Is World’s First To Automate Chip Design

The semiconductor industry has been applying AI to accelerate chip design for over three years, achieving 10X productivity gains and focusing primarily on tasks that now seem relatively easy, such as floor-plan optimization using massive recurrent neural networks. But...

IBM Announces Two Innovations To Advance Quantum Computing

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...

Micron Looks To Be First To Market With HBM3 Update For Generative AI And HPC

According to the company, the new Gen-2 of HBM increases memory capacity by 50%, with another bump in the works for 2024. As you may have heard, in addition to NVIDIA GPUs, generative AI eats memory for lunch. And dinner. In fact, running ChatGPT takes 8 or 16 GPUs...

Graphcore And Spell Collaborate For End-To-End ML Operations

Companies also announce free IPU Test Drive with Graphcore AI hardware and Spell software. Building, training, optimizing, and deploying AI models at scale can be excruciatingly difficult. Especially for large models that need to be optimized to run well at scale and...

Cerebras Update: The Wafer Scale Engine 3 Is A Door Opener

Cerebras held an AI Day, and in spite of the concurrently running GTC, there wasn’t an empty seat in the house. As we have noted, Cerebras Systems is one of the very few startups that is actually getting some serious traction in training AI, at least from a handful of...

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

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,...