The Latest News in AI

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

Is Intel Turning The Corner?

Intel stock is up 35% in the last three weeks on a string of good news. Is there more to come? Semiconductors have been one of the fastest growing segments on Wall Street this year. Intel has quietly recovered its losses over the last year, with the bulk of the...

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Tenstorrent Scores Big Win At LG

The companies will collaborate to build RISC-V, AI, and Video Codec chiplets for future automotive and TV products. We’ve been following the Toronto-based startup Tenstorrent for the last several years, where CEO Jim Keller is now steering multiple advanced designs...

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How AI Changes The Role Of Memory Companies And Their Value

As GPU’s become a bigger part of data center spend, the companies that provide the HBM memory needed to make them sing are benefitting tremendously. AI system performance is highly dependent on memory capacity, bandwidth and latency. Consequently, memory technology is...

IBM Teams With AMD For Cloud AI Acceleration

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...

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...

NVIDIA Performance Trounces All Competitors Who Have The Guts To Submit To MLPerf Inference 3.0

But power matters, too. Qualcomm and SiMa.ai win in Edge Data Center and Embedded Edge respectively, while Neuchips wins in data center recommendations for power. Big News! There is a potential solution on the horizon to vastly broaden the field of benchmark...

Nvidia Contributes Blackwell And Ethernet Tech To Meta’s Open Compute

Many think of Nvidia as a closed ecosystem. But as AI transitions from fast chips to address a full-system challenge, Nvidia is helping drive an open industry. Yes, CUDA is closed. Nvidia says it has to be closed in order to develolp an optimized software abstraction...

Microsoft Beats Google To The Punch (Bowl), Adds ChatGPT To Bing

That wasn’t that hard, now, was it? The Bingmasters blended the prose results from ChatGPT with advertising revenue generating web urls. I’m switching to Bing! For the last 2 months, everyone (well, investors and the media) has been speculating how ChatGPT could...

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...

NVIDIA Omniverse: The Useful Metaverse

Omniverse is not a toy; it enables digital twins of the real world as it exists, or as it will become. A few weeks ago I read an article on another media platform that asserted the need for the metaverse to embrace users beyond the creative teams of game developers...

AMD Announces MI350 GPU And Future Roadmap Details

AMD held their now-annual Advancing AI event today in Silicon Valley, with new GPUs, new networking, new software, and even a rack-scale architecture for 2026/27 to better compete with the Nvidia NVL72 that is taking the AI world by storm. Let’s dive in! Net-Net...

Intel Launches Gaudi 3 With Impressive Gen-AI Performance

Intel established itself as a competitive alternative to the Nvidia H100, joining AMD in offering a platform that can run the generative AI models more cost-effectively. Intel took the covers off the new Gaudi-3 AI accelerator this week at the annual Intel Vision...