The Latest News in AI

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

ChatGPT: Massive Disruption

Our relationship with computers will never look the same. Here are the winners and losers. The web, the media, and my email are entirely full of ChatGPT missives and questions. I’ve spent hours with scores of investors, all wanting to understand the impact on...

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Tenstorrent Shifts Leadership Roles

The Toronto-based startup is growing fast, swapping CEO and CTO roles, and laying out a compelling roadmap for AI and RISC-V. Tenstorrent, a Toronto-based startup who raised over $200M in venture funding at a $1B valuation in May, 2021, has now grown to over 280...

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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...

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AMD Launches MI325 AI Accelerator To Challenge Nvidia. Stock Fell 4.5%

Chasing Nvidia is hard; Team Green simultaneously countered with new software that can triple AI performance. Consequently, AMD’s performance claims are already out of date. And AMD compared it against the older Hopper, not Blackwell which will ship long before the...

Cerebras Unveils AI Supercomputer-On-A-Chip

Today unicorn startup Cerebras disclosed a few details about the wafer-scale AI chip it has been keeping under wraps for some three years. While many unanswered questions remain, the new approach could mark a significant milestone in the semiconductor industry, where...

How To Run Large AI Models On An Edge Device

It can be done, but it requires the edge device vendor to work to optimize the model. A hybrid approach can also extend the applicability of LLMs by combining Cloud and Edge processing. When most people think of Artificial Intelligence (AI), they imagine a berserk...

New MLPerf Benchmarks Show Why NVIDIA Reworked Its Product Roadmap

Every six months, NVIDIA, Intel and Google show how much their AI training hardware and software have improved while their competitors hide in the bushes. NVIDIA is starting to see some competitive threats but remains the leader, especially in the scale of its...

Breaking: AMD Is Not The Fastest GPU; Here’s The Real Data

At the MI300 launch, AMD claimed it had significantly better performance than Nvidia. While the AMD chip does look good, and will probably run most AI just fine out of the box, the company did not use the fastest Nvidia software. The difference is enormous. At a...

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...

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...

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...

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

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...

Enhanced Memory Grace Hopper Superchip Could Shift Demand To NVIDIA CPU And Away From X86

The company’s new high bandwidth memory version is only available with the CPU-GPU Superchip. In addition, a new dual Grace-Hopper MGX Board offers 282GB of fast memory for large model inferencing. The AI landscape continues to change rapidly, and fast memory (HBM)...