The Latest News in AI

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

Qualcomm Readies Rack-Scale AI With New Chips And Roadmap

by Karl Freund | Oct 27, 2025 | In the News

Qualcomm announcement omits many details, but Humain will be a key customer. Qualcomm has quietly been in the AI data center since the company introduced the Qualcomm AI100 in 2019. Now, Qualcomm has taken a big step forward, launching a data center AI chip, PCIe...

Cerebras, Groq And SambaNova Line Up To Compete With Nvidia

by Karl Freund | Oct 21, 2025 | In the News

While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba Nova. While Groq and Samba Nova seem to be getting some traction,...

The AMD/OpenAI Partnership Will Fuel More Growth

by Karl Freund | Oct 6, 2025 | In the News

AMD just won the biggest AI deal in the company’s history, with OpenAI entering a definitive agreement to deploy 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by AMD Instinct MI450 series GPUs set to start in the second half of 2026. The...

Qualcomm Snapdragon Takes Aim At PC Rivals Intel, AMD And Apple

by Karl Freund | Sep 25, 2025 | In the News

Snapdragon sponsored my trip to Maui to see the new hardware being announced at the annual Snapdragon Summit in Maui. Qualcomm has rolled out new Snapdragon 8 for mobile and X2 Elite for Laptops that take on the competition with faster performance and lower power than...

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

by Karl Freund | Sep 19, 2025 | In the News

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)....

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

by Karl Freund | August 8, 2023 | In the News | 0 Comments

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)...

Cerebras Systems Lays The Foundation For Huge Artificial Intelligence

by Karl Freund | August 24, 2021 | In the News | 0 Comments

Startup announces technology to enable a 120-trillion-parameter model on the way to brain-scale AI. OK, I thought I was done with preparing for HotChips, having prepared six blogs and three research papers. I was ready to take a few days off. Nonetheless, I decided to...

Microsoft Builds Massive Supercomputer For OpenAI, But Whose Chips Are Inside?

by Karl Freund | June 4, 2020 | AI and Machine Learning, In the News | 0 Comments

Microsoft has announced that the company has built a top 5 AI supercomputer for OpenAI, hosted in the Azure cloud. Microsoft invested a billion dollars in the OpenAI industry research group in 2019. The massive system is comprised of some 10,000 GPUs and over 285,000...

Meta Enters The Token Business, Powered By Nvidia, Cerebras And Groq

by Karl Freund | April 29, 2025 | In the News | 0 Comments

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...

NVIDIA Launches Ampere A100 GPU For Data Center Computing And AI

by Karl Freund | May 28, 2020 | AI and Machine Learning, In the News | 0 Comments

Figure 1: NVIDIA shared performance comparisons across a range of precisions. Note the huge performance increase for sparse matrix operations. Note the banks of 6 HBM chips. image:NVIDIA While many of us missed watching Jensen Huang on stage in his trademark leather...

Cerebras Lands Huge AI Deal: A 36 Exaflop Monster

by Karl Freund | July 20, 2023 | In the News | 0 Comments

The Wafer-Scale Engine company has been working for 8 years to break into the top tier of AI computing. This deal might just assure its success. We have been watching Cerebras for a long time, from its launch of the first wafer-scale engine for AI to its recent...

Nvidia Contributes Blackwell And Ethernet Tech To Meta’s Open Compute

by Karl Freund | October 15, 2024 | In the News | 0 Comments

Many think of Nvidia as a closed ecosystem. But as AI transitions from fast chips to address a full-system challenge, Nvidia is helping drive an open industry. Yes, CUDA is closed. Nvidia says it has to be closed in order to develolp an optimized software abstraction...

Nvidia Leapfrogs Google And AMD With Vera Rubin

by Karl Freund | January 7, 2026 | In the News | 0 Comments

Its got to be tough being an Nvidia competitor. You think you are close to catching up, perhaps even taking the lead, and then, bang! Nvidia brings out yet another latest and greatest. This year brings perhaps the biggest generational change ever witnessed in Nvidia,...

Nvidia Rocks CES With Grace-Blackwell AI PC Platform

by Karl Freund | January 6, 2025 | In the News | 0 Comments

Among a slew of AI software announcements, Nvidia founder, CEO, and fashion icon Jensen Huang announced a new platform to power AI PCs for AI developers. Many analysts had long expected this move, as the Grace (Arm) CPU coupled with a Blackwell GPU on the same package...

MLPerf Training 4.0: It’s All About Scale

by Karl Freund | June 12, 2024 | In the News | 0 Comments

While there isn’t a lot of new hardware (none!), Nvidia and Intel show off their muscles and ability to run new models at scale. Ok, here we go again. MLCommons has released new AI benchmarks, this time for training. And again. Nvidia runs all AI models better than...