The Latest News in AI

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

BrainChip Sees Gold In Sequential Data Analysis At The Edge

by Karl Freund | Aug 22, 2023 | In the News

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...

Enhanced Memory Grace Hopper Superchip Could Shift Demand To NVIDIA CPU And Away From X86

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

The company’s new high bandwidth memory version is only available with the CPU-GPU Superchip. In addition, a new dual Grace-Hopper MGX Board offers 282GB of fast memory for large model inferencing. The AI landscape continues to change rapidly, and fast memory (HBM)...

Hyundai And Samsung Lead $100M Investment Round In Tenstorrent

by Karl Freund | Aug 2, 2023 | In the News

Partners make great investors because their intent is to secure influence and gain access to advanced technology. Hyundai Motor Group and the Samsung Catalyst Fund have co-led a $100M investment in Tenstorrent, and both companies plan to use Tenstorrent’ tech. I love...

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

by Karl Freund | Jul 26, 2023 | In the News

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...

Promising Returns For Synopsys.ai Suite Of AI Solutions

by Karl Freund | Jul 24, 2023 | In the News

Synopsys is seeing strong demand for its newer AI technologies in test, verification, manufacturing and analog migration, in addition to the ongoing need for design optimization (DSO.ai). Synopsys was the first Electronic Design Automation (EDA) company to provide AI...

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Will AMD’s MI300 Beat NVIDIA In AI?

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

The upcoming MI300, which will ship Latter this year after NVIDIA’s Grace/Hopper Superchip, certainly has a shot at it. But there remain a lot of unknowns that will determine how well it performs for AI applications. And then there is Software. Yeah, Software. Lots of...

It’s Moving Day!

by Karl Freund | August 23, 2025 | In the News | 0 Comments

Its Hard to Start Over. But It is Time… From Forbes to Substack. I’ve been publishing on Forbes for over a decade, focusing primarily on AI Hardware as an Industry Analyst. My company is Cambrian-AI Research, which I founded after leaving Moor Insights and Strategy in...

Is The New AMD MI300X Better Than The NVIDIA H100?

by Karl Freund | June 13, 2023 | In the News | 0 Comments

AMD disclosed a few more details on the MI300 GPU, due later this year, with support for 192GB of memory on the MI300X. Here’s what we know. In today’s world of ChatGPT, everyone keeps asking if the NVIDIA A100 and H100 GPUs are the only platforms that can deliver the...

NVIDIA Data Center Growth Returns

by Karl Freund | March 6, 2020 | AI and Machine Learning, In the News | 0 Comments

NVIDIA reported renewed growth overall last week. Its Data Center segment (where most of the AI hardware is reported) grew 43% to a record $968M in the last quarter, and gaming rose 56% to $1.49 billion. The stock market appreciated the news, sending NVIDIA up over...

IBM Teams With AMD For Cloud AI Acceleration

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

This could be quite telling, as IBM had previously been using Nvidia for it’s internal cloud AI research. IBM has selected AMD to provide AI accelerators for the IBM Cloud. This is another milestone for AMD, which needs cloud adoption to achieve its goals. And IBM...

Amid Takeover Rumors, Intel Launches Xeon 6P And Gaudi 3.

by Karl Freund | September 25, 2024 | In the News | 0 Comments

While acquisition rumors swirled, Intel launched two products that are vital to the success of Pat Gelsinger’s turnaround strategy. But are they competitive? While the press is full of reports of Qualcomm's potential acquisition of Intel, which we doubt will occur,...

Yes, AMD Believes AI On The PC Is Important. And They Already Have It.

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

Recently, TechSpot erroneously reported otherwise, and I expressed my surprise and dismay here on Forbes. Now, lets set the record straight: AMD has been shipping the industry’s first AI-enabled x86 CPU chip for PCs since May. The company has been shipping a high-end...

The Cambrian AI Landscape: NVIDIA, The 800Lb Gorilla

by Karl Freund | February 23, 2021 | In the News | 0 Comments

NVIDIA is the 800 lb. gorilla in the AI hardware space. The company invests heavily in silicon, systems, and software to maintain that leadership position. This blog is an excerpt from the AI Competitive Landscape Report which is available to subscribers. Early...

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...

The View From The AI HW Summit: What Was The Best AI HW In 2021?

by Karl Freund | September 14, 2021 | In the News | 0 Comments

The Summit is full of newsworthy announcements this week! I present a look back to help kick off the event... Today I present my annual AI industry overview at the AI Hardware Summit. This is the fourth annual event with nearly all the AI hardware vendors talking...