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...

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Microsoft Announces Maia AI, Arm CPU, AMD MI300, & New Nvidia for Azure

In case you missed Satya Nadella’s keynote, here is a summary of vast array of news and my perspectives. Big impact on MSFT, AMD, AWS, and NVDA. CEO Satya Nadella presented a keynote packed with new product announcements. In case you didn’t watch it, here’s the news...

Will NVIDIA Enter The Race For Quantum Computing?

Well, not directly. However, the company is making it easier to develop code for quantum machines using GPUs. Ok, let's face it. Programming quantum computers is hard. REALLY hard. While we do not expect NVIDIA to develop and market their own quantum system any time...

What’s Next For On-Device AI? Ask Qualcomm

Qualcomm held a one day analyst event in San Diego updating us all on their AI research. Pretty amazing stuff, but the big news is yet to come with a new Oryon-based Snapdragon expected this Fall, and perhaps a new Cloud AI 100 next year. Qualcomm was pretty confident...

The Sounds Of The AI Benchmark War: Crickets

NVIDIA once again dominated a near-empty field of AI competitors in MLPerf Inference V2.0. Let’s explore why other chip companies don’t want to play. Industry standard benchmarks have been an important feature of the IT landscape for decades, with SPEC, TPC, and other...

Q2 Competitive Update: The AI Cambrian Explosion Rolls On

A lot of new AI Silicon and Software has been announced since March and it can be tough to keep track of it all. To help users, vendors, and investors keep track, our June Competitive Landscape Report is now available, and for a limited time, the ~70-page report is...

Competitive Landscape Excerpt: AMD

As a bookend to AMD’s EPYC3 launch earlier this week, I thought I should share my thoughts on the company’s AI chip, the MI100, excerpted and updated from the Q1 Competitive Landscape Report. The company’s new GPU is a solid first effort for AMD’s revived data center...

Who Needs Big AI Models? Amazon Web Services Using Cerebras Hardware

The AI world continues to evolve rapidly, especially since the introduction of DeepSeek and its followers. Many have concluded that enterprises don't really need the large, expensive AI models touted by OpenAI, Meta, and Google, and are focusing instead on smaller...

Pearls Of Wisdom From Jensen Huang

A bunch of industry analyst got to spend 90 minutes with the CEO and co-founder of NVIDIA today to discuss his GTC announcements, and the future of the computing landscape. This was not an unusual occurrence. Jensen always makes himself available, and no analyst...

IBM Launches Quantum System Two And A Roadmap To Quantum Advantage

IBM announced its path to achieve over 100,000 qubits and over a billion circuit gates. When realized, IBM may create the world's first platform for universal computation in a quantum system. It sounds like Quantum Nirvana is finally in sight. Background Building a...

Tenstorrent Launches AI Chip With Conditional Execution

What the heck is that you ask?  So, did I; but it looks promising! I continue to be amazed at the innovations that are coming to market to accelerate deep learning workloads.  GraphCore, Habana Labs, Cerebras, Blaize, Groq, Perceive and others are now being joined by...