The Latest News in AI

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

Synopsys Lays Out The Benefits Of AI

At the annual Synopsys User Group Meeting, CEO Aart de Geuss explains the industry dynamics in an engineering world transformed by AI. I won’t start this blog by talking about Chat GPT. You’re tired of hearing about it, right? But the same technology (reinforcement...

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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...

MLPerf 5.1: Nvidia Stays In The Lead While AMD Shows Off Its Latest

The Nvidia juggernaught faces increased competition, but keeps innovating in silicon, software and systems design to keep its No. 1 position in the AI market. The industry standard MLCommons organization has just released the latest benchmarks for inference...

Two Can’t-Miss Events For AI Hardware

There are two conferences coming up that AI developers, executives, and investors should consider attending to get the latest from the industry’s leaders and challengers. I will attend both and I hope to see many of my readers there! Let’s take a closer look at what’s...

Cerebras Now The Fastest LLM Inference Processor; Its Not Even Close

The company tackled inferencing the Llama-3.1 405B foundation model and just crushed it. And for the crowds at SC24 this week in Atlanta, the company also announced it is 700 times faster than Frontier, the worlds fastest supercomputer, on a molecular dynamics...

NVIDIA AI Runs The Mlperf Table Again

Today, the industry standard AI benchmarking group, mlperf, released its 3rd raft of submissions for training AI networks, and just like the first two releases, NVIDIA swept a sparse competitive field in the category of commercially available hardware and software....

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

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...

NVIDIA Continues To Evolve, From Chips To Software To AI Data Centers

Company’s Computex announcements also expand NVIDIA Certified program to DPU and Arm NVIDIA made several announcements this week in Taiwan, launching new software and services to help enterprises enter the age of AI. NVIDIA’s Manuvir Das, head of Enterprise Computing,...

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...

Will Nvidia GTC Mark The Peak Of AI?

In these explosive times and stock market surges, let’s look at where we might find the nuggets of new growth. Nvidia will focus on additional growth opportunities in Inference processing, Software, Edge, and Automotive; Nvidia is nowhere near Peak AI. Yes, GTC is a...

Qualcomm Becomes A Mobile AI Juggernaut.

As we approach Nvidia GTC, its worth noting that there is another player in town. Or south of town, in San Diego: Qualcomm. The company has been building AI expertise and technology for over a decade, and we believe its lead over mobile rivals in both AI hardware and...