The Latest News in AI

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

Microsoft Beats Google To The Punch (Bowl), Adds ChatGPT To Bing

by Karl Freund | Feb 7, 2023 | In the News

That wasn’t that hard, now, was it? The Bingmasters blended the prose results from ChatGPT with advertising revenue generating web urls. I’m switching to Bing! For the last 2 months, everyone (well, investors and the media) has been speculating how ChatGPT could...

Synopsys Has Helped Over 100 Clients Use AI To Accelerate Chip Design

by Karl Freund | Feb 7, 2023 | In the News

The company’s DSO.AI is helping chip designers run more experiments, make smaller chips, and speed performance. Three years ago, EDA vendor Synopsys started helping clients use reinforcement learning, an AI technique, to accelerate and improve physical chip layout...

IBM Research Touts AI Supercomputer For Foundation AI

by Karl Freund | Feb 2, 2023 | In the News

IBM has built a supercomputer, named Vela, in the IBM Cloud to help its scientists create and optimize new AI models.AI needs a lot of horsepower. IBM AI Research, which has been investigating new digital and analog processor technologies to speed the calculations AI...

ChatGPT: Massive Disruption

by Karl Freund | Jan 30, 2023 | In the News

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...

Tenstorrent Shifts Leadership Roles

by Karl Freund | Jan 23, 2023 | In the News

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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Nvidia’s New HW Alleviates Concerns For Blackwell Transition

by Karl Freund | November 18, 2024 | In the News | 0 Comments

I awoke Sunday morning to an article in The Information written to instigate fear, uncertainty and doubt amongst Nvidia investors and users. Don’t worry. Nvidia’s got this. The article circulating this weekend highlighted the thermal challenges some customers face...

d-Matrix Emerges From Stealth With Strong AI Performance And Efficiency

by Karl Freund | November 19, 2024 | In the News | 0 Comments

Startup launches “Corsair” AI platform with Digital In-Memory Computing, using on-chip SRAM memory that can produce 30,000 tokens/second at 2 ms/token latency for Llama3 70B in a single rack. Using Generative AI, called inference processing, is a memory-intensive...

What Is Driving The Divergence Between AI Analyst Targets And Reality

by Karl Freund | July 15, 2026 | In the News | 0 Comments

Have you noticed a disturbing trend lately in your AI stocks? As analysts continue to increase their earnings and price projections for popular AI stocks, the prices continue to decline. All in spite of massive revenue growth projections. Yahoo Finance tallies the...

INTEL Lays Down The Gauntlet For AMD And NVIDIA GPUs

by Karl Freund | September 15, 2021 | In the News | 0 Comments

The company’s Xe GPU for HPC looks pretty good, but will it be good enough to catch up to AMD and NVIDIA? Intel has adopted a "Domain-Specific Architecture" strategy espoused by John L. Hennessy, Alphabet Chairman and former President of Stanford...

Esperanto Sees A Bright Future For RISC-V In AI And HPC

by Karl Freund | May 12, 2023 | In the News | 0 Comments

The company is shipping its first-gen chip globally, with over 1000 cores at only 25 watts of power. Can it break into Generative AI? Suddenly, AI has become the hottest investment and cocktail party topic de jour. But the estimates for power consumption are pretty...

AI Chip Vendors: A Look At Who’s Who In The Zoo In 2024

by Karl Freund | February 13, 2024 | In the News | 0 Comments

2/15: Updated to include Tenstorrent While the Nvidia AI story has rightly captivated investor attention, competitors are readying alternatives. How might AMD, Intel, Cerebras, Tenstorrent, Groq, D-Matrix and all the Cloud Service Providers impact the market? As...

IBM Invests In AI Hardware

by Karl Freund | April 10, 2020 | AI and Machine Learning, In the News | 0 Comments

While the IBM hardware business today is limited to POWER and Mainframe chips and systems, the technology giant is quietly building its expertise and capabilities in AI hardware. Where this could end up is anybody’s guess, but here are a few thoughts about what IBM is...

NVIDIA Completely Re-Imagines The Data Center For AI

by Karl Freund | April 12, 2021 | DataCenter AI, In the News | 0 Comments

It is all about tighter integration with memory, CPUs, and accelerators for trillion-parameter AI models. For 12 years, NVIDIA has used its Spring GPU Technology Conference (GTC) to amaze its customers and investors with new GPUs for graphics and application...

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

by Karl Freund | November 16, 2023 | In the News | 0 Comments

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...

Cerebras Update: The Wafer Scale Engine 3 Is A Door Opener

by Karl Freund | March 25, 2024 | In the News | 0 Comments

Cerebras held an AI Day, and in spite of the concurrently running GTC, there wasn’t an empty seat in the house. As we have noted, Cerebras Systems is one of the very few startups that is actually getting some serious traction in training AI, at least from a handful of...