The Latest News in AI

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

Flex Sees Opportunities In The New AI Data Center

Data center cooling is hot. At least it’s becoming a hot market, with industry projections likely to increase as the Nvidia Blackwell GPU push increases the percentage of silicon that requires liquid cooling. Goldman Sachs estimates the server cooling market is...

The Cambrian AI Landscape: NVIDIA, The 800Lb Gorilla

NVIDIA is the 800 lb. gorilla in the AI hardware space. The company invests heavily in silicon, systems, and software to maintain that leadership position. This blog is an excerpt from the AI Competitive Landscape Report which is available to subscribers. Early...

IBM Rolls Out New Power10 Servers And Flexible Consumption Models

The high-end Power10 server launched last year has enjoyed “fantastic” demand, according to IBM. Let’s look into how IBM Power has maintained its unique place in the processor landscape. This article is a bit of a walk down memory lane for me, as I recall 4 years...

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

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...

As we said, Google is the Exception to the Rule!

The latest TPU and the upcoming Ironwood supercomputer were just the start Google is taking the next step in its quest to become a serious challenger to Nvidia GPUs. As I recently noted in my post on CSP silicon costs and failures, Google is the exception. Google...

NVIDIA GTC: “DPU” Smart NIC And More

NVIDIA Co-founder and CEO Jensen Huang rarely disappoints his audience nor his investors. This week he once again delivered the goods at the GPU Technology Conference. Announcing a broad range of hardware and software innovations, Jensen made it clear that he intends...

Blaize AI Emerges From Stealth

Throughout 2020, a wave of AI hardware startups will launch their companies and products. Cerebras started this wave with its wafer-scale engine last September. This week, Intel announced its AI chips from Nervana, Groq (founded by the inventors of Google TPU)...

IBM Invests In AI Hardware

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...

A Look At Graphcore’s AI Software

Software for new processor designs is critical to enabling application deployment and optimizing performance. UK-based startup Graphcore, the unicorn provider of silicon for application acceleration, places significant emphasis on software, dedicating roughly half its...

Arm Adds More AI Firepower

As I covered in a recent article on the status of startups building chips for AI, the AI accelerator market will become quite crowded over the next 12-18 months. Not to be outdone, Arm is now extending its neural network processor family, adding logic designs for...