The Latest News in AI

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

As we said, Google is the Exception to the Rule!

by Karl Freund | Sep 5, 2025 | In the News

The latest TPU and the upcoming Ironwood supercomputer were just the start Google is taking the next step in its quest to become a serious challenger to Nvidia GPUs. As I recently noted in my post on CSP silicon costs and failures, Google is the exception. Google...

Qualcomm Readies CPUs For The Data Center Using Nvidia NVLink Fusion

by Karl Freund | Sep 5, 2025 | In the News

NVLink has become a second, and perhaps deeper, moat for Nvidia, following its CUDA software tools and libraries. There's a reason the AI community prefers NVLink for connecting multiple GPUs: it is mind-blowingly fast, more than three times the performance of the...

Nvidia Ups Its Robotics Game With Blackwell-Based Jetson Thor

by Karl Freund | Aug 25, 2025 | In the News

Nvidia focuses on maximum performance and efficiency. We’ve all heard the predictions: the Next Big Thing will be “Physical AI” (Nvidia) or “Embodied AI” (Qualcomm). Jensen Huang has predicted that in a decade, there will be more robots than humans on Earth. These...

It’s Moving Day!

by Karl Freund | Aug 23, 2025 | In the News

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...

HotChips Preview: Nvidia Scales AI Beyond The Data Center

by Karl Freund | Aug 22, 2025 | In the News

The annual HotChips conference starts this Sunday, Aug. 24, in San Francisco. Nvidia is scheduled to present six sessions covering topics of interest to AI data center users and operators and will make several key announcements I’ll cover in this article. (Like most...

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New Cerebras Wafer-Scale Cluster Eliminates Months Of Painstaking Work To Build Massive Intelligence

by Karl Freund | September 29, 2022 | In the News | 0 Comments

The architecture eliminates the need to decompose large models for distributed computing to train: Push-button AI? The hottest trend in AI is the emergence of massive models such as Open AI’s GPT-3. These models are surprising even its developers with capabilities...

OpenAI’s Deep Research Demands More Hardware, Not Less

by Karl Freund | March 4, 2025 | In the News | 0 Comments

Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s "Fast Money" program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I struggle to...

Qualcomm Could Benefit Most From DeepSeek’s New, Smaller AI

by Karl Freund | February 14, 2025 | In the News | 0 Comments

While the Deep Seek Moment crashed most semiconductor stocks as investors feared lower demand for data center AI chips, these new, smaller AI models are just the ticket for on-device AI. “DeepSeek R1 and other similar models recently demonstrated that AI models are...

The Raging Debate: When Will Quantum Arrive?

by Karl Freund | February 11, 2025 | In the News | 0 Comments

There has been considerable discussion and stock price volatility of late surrounding the expected timing of useful applications and hardware for quantum computing. One month after Google created excitement around its Willow quantum chip, Nvidia CEO Jensen Huang and...

Cadence Design And Nvidia Team To Create AI Data Center Digital Twin

by Karl Freund | September 19, 2025 | In the News | 0 Comments

The data center business is in a bit of a panic. Demand is skyrocketing. Rack power requirements have increased from ~12KW per rack to over 125 KW in just the last year. Now they are preparing for a Gigawatt rack in the next two to three years (Nvidia Rubin Ultra)....

IBM Launches Granite 3.0 AI Models; Smaller, Faster, And 97% Cheaper

by Karl Freund | October 21, 2024 | In the News | 0 Comments

The newly optimized LLMs underpin AI transformation client engagements with IBM Consulting Advantage and Watsonx. The industry has been abuzz about the affordability of LLM-based generative AI. If we don’t improve the efficiency, users will struggle to achieve an...

BrainChip Readies 2nd Gen Platform For Power-Efficient Edge AI

by Karl Freund | March 6, 2023 | In the News | 0 Comments

The company’s event-based digital Neuromorphic IP can add efficient AI processing to SoCs. Edge AI is becoming a thing. Instead of using just an embedded microprocessor in edge applications and sending the data to a cloud for AI processing, many edge companies are...

Is Nvidia Competing With Its GPU Cloud Partners?

by Karl Freund | June 17, 2025 | In the News | 0 Comments

Nvidia recently announced two new cloud initiatives. First, the company announced DGX Cloud Lepton, designed to connect artificial intelligence developers with Nvidia’s wide network of cloud providers. Second, Nvidia announced a new cloud service, the Industrial AI...

Cadence Design Announces Second-Generation IP For Edge AI

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

AI is penetrating nearly every market and every device, causing leading microprocessor developers to rethink their SoC to enable fast AI execution at low power. The global edge AI hardware market size was valued at $6.88 billion in 2020, and is projected to reach...

Does NVIDIA Selene Form A Wider Moat Than CUDA?

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

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...