The Latest News in AI

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

Two Can’t-Miss Events For AI Hardware

There are two conferences coming up that AI developers, executives, and investors should consider attending to get the latest from the industry’s leaders and challengers. I will attend both and I hope to see many of my readers there! Let’s take a closer look at what’s...

Meta Enters The Token Business, Powered By Nvidia, Cerebras And Groq

Meta held its first-ever event for AI developers, LlamaCon, at the company’s headquarters in Menlo Park, where it announced that it was ready to compete with ChatGPT from OpenAI, as well as Google, AWS, and AI-as-a-service startups. This is really a big deal for Meta...

NeMo Megatron Reinforces NVIDIA AI Leadership In Large Language Models

LLMs are changing AI, and NVIDIA is changing its platform to excel in this fast-growing field Alberto Romero, Cambrian-AI Analyst, contributed to this story Transformer-based large language models (LLMs) are reshaping the AI landscape today. Since OpenAI established...

Cerebras, Groq And SambaNova Line Up To Compete With Nvidia

While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba Nova. While Groq and Samba Nova seem to be getting some traction,...

The US CHIPS Act Shines Spotlight On IBM Semiconductor Technology

The recent legislation creates an opportunity for IBM to play a pivotal role in a resurgent US semi industry. One day, soon I hope, I hope to write a story about IBM hardware without first correcting the misconception that the IT company has exited the hardware...

IBM To Deploy Quantum System In The Basque Country Of Spain.

127-qubit Quantum System One to advance quantum science in Southern Europe IBM has announced that it has contracted with Fundación Ikerbasque to install and manage a new Quantum computer system, including Qiskit Runtime Services, in the Basque Country. The 127-qubit...

Cerebras And Mayo Clinic Announce Foundation Model For Healthcare

JP Morgan’s annual Healthcare Conference is almost becoming an AI event as doctors and AI scientists collaborate to turn petabytes of clinical data into generative AI models and actionable insights. The progress made since Chat GPT’s arrival demonstrates that we are...

Nvidia AI Foundry And NIMs: A Huge Competitive Advantage

Nvidia has fleshed out a complete software stack to ease custom model development and deployment for enterprises. Is this AI Nervana? And can AMD and Intel compete with this? In order for enterprises to adopt AI, its got to become a lot easier and more affordable....

AMD Claims MI300X Is The World’s Fastest AI Hardware

The hardware looks quite capable, but the software optimization story has a long way to go to get close to Nvidia. But given the current demand/supply imbalance, I suspect AMD can sell all they can make. AMD launched the MI300 in San Jose to an anxious audience of...

It’s Moving Day!

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...