The Latest News in AI

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

My 2026 AI Predictions Have A Few Surprises

OK, I haven’t done this in a while; no excuse other than laziness. But here are ten concrete, defensible predictions for AI in 2026, with a bias toward things that materially matter for infra, enterprises, and policy. 1. Agentic AI moves from demos to staffed “digital...

Cerebras, 23’s Most Successful AI Startup, Sees A Bright Future

With revenue and customer commitments approaching $1B, Cerebras’ Wafer Scale Engine has likely generated more business than all other startup players combined. Needless to say, CEO Andrew Feldman is feeling pretty bullish about 2024. As previously discussed, Cerebras...

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...

NVIDIA Now Offers A Comprehensive Platform For Enterprise AI

Enterprises have been slow to adopt AI in a big way. Recent forecasts predict that is about to change, and NVIDIA wants to reap the benefits. Enterprise IT organizations can easily be put off by the amount of new technology they will have to master in order to adopt...

NVIDIA Needed A CPU, But Did It Need To Buy Arm To Get One?

I often opine that NVIDIA needs a data center-class CPU to compete with Intel and AMD, both of whom have used tightly-coupled CPU/GPU technology to win the first three U.S. exascale supercomputer deals. Connecting massive GPUs to fast CPUs over a painfully slow PCIe...

Will AMD’s MI300 Beat NVIDIA In AI?

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...

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 ,...

Eliyan Technology May Rewrite How Chiplets Come Together

Company’s interconnect eliminates the need for expensive interposers, accelerating AI processing; could double the amount of memory for AI like ChatGTP, saving millions. Artificial Intelligence is finally having its iPhone moment. The launch of ChatGPT led to waves of...

AMD Launches New GPU And EPYC CPU Right Across NVIDIA’s Bow

The Instinct MI200 is nearly five times faster than the NVIDIA A100 for HPC, but is theoretically only 20% faster for AI. One year ago I complained that the newly announced AMD MI100 GPU was great for HPC, but inadequate for most AI workloads. Now AMD has announced...

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...