The Latest News in AI

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

Nvidia’s New HW Alleviates Concerns For Blackwell Transition

I awoke Sunday morning to an article in The Information written to instigate fear, uncertainty and doubt amongst Nvidia investors and users. Don’t worry. Nvidia’s got this. The article circulating this weekend highlighted the thermal challenges some customers face...

New MLPerf Benchmarks Show Why NVIDIA Reworked Its Product Roadmap

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...

Flex Sees Opportunities In The New AI Data Center

Data center cooling is hot. At least it’s becoming a hot market, with industry projections likely to increase as the Nvidia Blackwell GPU push increases the percentage of silicon that requires liquid cooling. Goldman Sachs estimates the server cooling market is...

AI Hardware: Harder Than It Looks

The second AI HW Summit took place in the heart of Silicon Valley on September 17-18, with nearly fifty speakers presenting to over 500 attendees (almost twice the size of last year’s inaugural audience). While I cannot possibly cover all the interesting companies on...

Esperanto Joins The Rush To Generative AI With A New Appliance

The company is also working on its next generation chip which will add HPC features and higher performance with HBM instead of today’s DRAM memory. Esperanto, the company with a chip containing over 1000 cores of RISC-V, has previewed a new appliance for running...

Qualcomm Launches Cloud AI Chip

Last year, Qualcomm teased its Cloud AI100, promising strong performance and power efficiency to enable Artificial Intelligence in cloud edge computing, autonomous vehicles and 5G infrastructure. Today, the company announced it is now sampling the platform, with...

Does NVIDIA Selene Form A Wider Moat Than CUDA?

The annual International Supercomputer Conference (ISC), held virtually this year, kicked off today. Not surprisingly, NVIDIA has already made a few announcements of note. Especially of interest to me was the announcement of Selene, NVIDIA’s in-house 1+ Exaflop AI...

Welcome To 2024. It Promises To Be Quite The AI Ride!

2023 has been a fun year in AI, to say the least. OpenAI and ChatGPT changed nearly everything, and the AI revolution is just beginning. Nvidia will ship somewhere around 2 million H100-class GPUs in 2024, AMD is now shipping the MI300, and Intel Gaudi3 is coming...

Chip Design Moves To The Cloud With Synopsys And Microsoft Azure

CEO's Aart de Geus and Satya Nadella have teamed up to create the industry's first on-demand EDA Software as a Service offering on Microsoft Azure. SYNOPSYS AND MICROSOFT Synopsys and MicrosoftThe two companies have collaborated to enable engineers to design chips...

Intel Lays Out Strategy For AI: It’s Habana

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...