The Latest News in AI

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

Microsoft Announces Maia AI, Arm CPU, AMD MI300, & New Nvidia for Azure

by Karl Freund | Nov 16, 2023 | In the News

In case you missed Satya Nadella’s keynote, here is a summary of vast array of news and my perspectives. Big impact on MSFT, AMD, AWS, and NVDA. CEO Satya Nadella presented a keynote packed with new product announcements. In case you didn’t watch it, here’s the news...

Qualcomm Cloud AI100 Ultra: 4 Times The Performance For Large Models

by Karl Freund | Nov 15, 2023 | In the News

We haven't heard from Qualcomm in a while regarding their power-efficient data center inference accelerator, which still holds the record for power efficiency, according to MLCommons benchmarking. Now Qualcomm has announced a new “Ultra” version that delivers four...

Cerebras Systems And G42 Build 2nd Phase Of Joint AI Supercomputer

by Karl Freund | Nov 13, 2023 | In the News

The only AI Hardware startup to realize revenue exceeding $100M has finished the first phase of Condor Galaxy 1 AI Supercomputer with partner G42 of the UAE. Other Cerebras customers are sharing their CS-2 results at Supercomputing ‘23, building momentum for the...

Synopsys Moves To RISC-V To Help SoC Developers

by Karl Freund | Nov 8, 2023 | In the News

When the number two provider of CPU designs jumps on the RISC-V train, it is a significant milestone. The open-source RISC-V design is on a roll, displacing Arm in many SoC development plans. ARC and Arm are both companies that design and license microprocessor (CPU)...

New MLPerf Benchmarks Show Why NVIDIA Reworked Its Product Roadmap

by Karl Freund | Nov 8, 2023 | In the News

Every six months, NVIDIA, Intel and Google show how much their AI training hardware and software have improved while their competitors hide in the bushes. NVIDIA is starting to see some competitive threats but remains the leader, especially in the scale of its...

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If The Arm Deal Fails, NVIDIA Is Fine, But Arm May Struggle

by Karl Freund | September 8, 2021 | In the News | 0 Comments

European regulators are again expressing concerns about the impact on competition. But the alternatives for Arm could be worse. NVIDIA does not need to acquire Arm to keep growing like a weed. The acquisition would add to NVIDIA’s revenue and growth, to be sure, but...

NVIDIA DGX Cloud Gives CSPs And Their Customers Exactly What They Want: Fast AI, Fast

by Karl Freund | October 5, 2023 | In the News | 0 Comments

NVIDIA’s offering integrates the company’s best GPU hardware and software into AI Supercomputers of virtually any size in the cloud, enabling enterprises to build and deploy AI without infrastructure hassles. While some may confuse this as NVIDIA competing with cloud...

Intel Lays Out Strategy For AI: It’s Habana

by Karl Freund | February 14, 2020 | AI and Machine Learning, In the News | 0 Comments

Last month, Intel announced that it would acquire Israeli AI chip startup Habana Labs for $2B. At the time, I opined that this probably spelled the end for chips from the 2016 Nervana acquisition. Intel planned to bring out both the inference and the training versions...

NVIDIA GTC: “DPU” Smart NIC And More

by Karl Freund | October 22, 2020 | AI and Machine Learning, In the News | 0 Comments

NVIDIA Co-founder and CEO Jensen Huang rarely disappoints his audience nor his investors. This week he once again delivered the goods at the GPU Technology Conference. Announcing a broad range of hardware and software innovations, Jensen made it clear that he intends...

d-Matrix Emerges From Stealth With Strong AI Performance And Efficiency

by Karl Freund | November 19, 2024 | In the News | 0 Comments

Startup launches “Corsair” AI platform with Digital In-Memory Computing, using on-chip SRAM memory that can produce 30,000 tokens/second at 2 ms/token latency for Llama3 70B in a single rack. Using Generative AI, called inference processing, is a memory-intensive...

Synopsys Launches First 1.6T Ethernet To Accelerate AI Data Centers

by Karl Freund | February 29, 2024 | In the News | 0 Comments

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...

Intel Innovation: AI Everywhere

by Karl Freund | September 25, 2023 | In the News | 0 Comments

That phrase has dual meanings: AI will run everywhere, and AI was everywhere at the event. Pat Gelsinger’s keynote made it clear where Intel plans to innovate: AI. No surprise to anyone with a pulse, to be sure, but his enthusiasm was infectious. Every Intel employee...

What Is Physical AI, And Why It Could Change The World

by Karl Freund | August 9, 2024 | In the News | 0 Comments

Nvidia CEO Jensen Huang believes Physical AI will be the next big thing. Emerging robots will take many forms, all powered by AI. Recently Nvidia has been extolling a future where robots will be everywhere. Intelligence machines will be in the kitchen, the factory,...

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

by Karl Freund | February 25, 2022 | In the News | 0 Comments

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...

Who Won The Latest AI Drag Race? AWS Or NVIDIA?

by Karl Freund | June 8, 2021 | In the News | 0 Comments

Of course the answer depends on who you ask. There is a quiet drama simmering over AI chip benchmarks. This isn’t the first time, and will certainly not be the last. Keeps me busy. This time, it is between Amazon Web Services (AWS) and NVIDIA. It is always NVIDIA. Not...