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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Cerebras, 23’s Most Successful AI Startup, Sees A Bright Future

With revenue and customer commitments approaching $1B, Cerebras’ Wafer Scale Engine has likely generated more business than all other startup players combined. Needless to say, CEO Andrew Feldman is feeling pretty bullish about 2024. As previously discussed, Cerebras...

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

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 Doubles Down On Its AI Cloud

IBM Research has doubled the capacity of its Vela AI Supercomputer, part of the IBM Cloud, to handle the strong growth in watsonx models and has aggressive plans to continue to expand and enhance AI inferencing with its own accelerator, the IBM AIU. A year ago, IBM...

Intel, GraphCore And Groq: Let The AI Cambrian Explosion Begin

As we approach the end of a year full of promises from AI startups, a few companies are meeting their promised 2019 launch dates. These include Intel, with its long-awaited Nervana platform, UK startup Graphcore and the stealthy Groq from Silicon Valley. Some of these...

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...

Infleqtion Adds 50 Logical-Qubit System To Chicago Quantum Hub

In A Nutshell: Infleqtion to deliver neutral-atom quantum computing platform to Illinois in 2027, one of the first contracts for a fault-tolerant, Nvidia NVQLink-integrated, neutral-atom quantum system, according to the company. Chicago, Illinois is laying the...

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...

Synopsys Launches First 1.6T Ethernet To Accelerate AI Data Centers

Normally, an AI Industry Analyst like myself would not take notice of a new version of Ethernet; its IP is fairly staid technology these days. But now the demands of high performance AI has changed the game, again. CPU, Accelerators, and Switch vendors depend on...

NVIDIA L40S: A Datacenter GPU For Omniverse And Graphics That Can Also Accelerate AI Training & Inference

I’m getting a lot of inquiries from investors about the potential for this new GPU and for good reasons; it is fast! NVIDIA announced a new passively-cooled GPU at SIGGRAPH, the PCIe-based L40S, and most of us analysts just considered this to be an upgrade to the...

Pat Gelsinger’s First Big Bet

New Intel CEO pledges $20B in Fab investments. Is that enough? What’s next? Newly installed Intel CEO Pat Gelsinger didn’t waste any time announcing that his top priority will be to “fix” the company’s manufacturing shortcomings which have delayed recent products by...