The Latest News in AI

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

It’s Moving Day!

Its Hard to Start Over. But It is Time… From Forbes to Substack. I’ve been publishing on Forbes for over a decade, focusing primarily on AI Hardware as an Industry Analyst. My company is Cambrian-AI Research, which I founded after leaving Moor Insights and Strategy in...

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Cambridge Quantum Computing: Taking The Open Source Route

Cambrian-AI Research Sr. Analyst Gary Fritz contributed this blog. AI has been advancing dramatically in the last decade. It is able to solve classes of problems (facial recognition, machine translation, autonomous vehicles, and others) that were not suitably handled...

The Good, Bad, And Ugly From Supercomputing ‘23, Or Nearby

This year’s event was as much about AI as it was about HPC. The only booths not talking about AI were, well, nobody. Everyone was touting the miracles of AI, from CPUs to accelerators to system companies to networking vendors to storage to clouds to water cooling...

Cerebras Publishes 7 Trained Generative AI Models To Open Source

The AI company is the first to use Non-GPU tech to train GPT-based Large Language Models and make available to the AI community. The early days of an open AI community, sharing work and building on each other’s success, is over. As there is now much more money at...

NVIDIA Data Center Growth Returns

NVIDIA reported renewed growth overall last week. Its Data Center segment (where most of the AI hardware is reported) grew 43% to a record $968M in the last quarter, and gaming rose 56% to $1.49 billion. The stock market appreciated the news, sending NVIDIA up over...

NVIDIA Launches Lovelace GPU, Cloud Services, Ships H100 GPUs, New Drive Thor, And ….

It’s impossible to convey the excitement of an NVIDIA CEO Jensen Huang keynote address at GTC, but here’s what caught my eye this week. NVIDIA made a slew of technology and customer announcements at the Fall GTC this year. Highlights included an H100 update, a new...

AI Has Eaten IBM Think

AI pervades every session at the annual IBM event. The virtual event of “All Things IBM” has become “All Things AI”, from chips to software, Watson to SAP, and companies including SalesForce, Siemens, Natwest, Dow and others. Honestly, if I could search the Think...

The AMD/OpenAI Partnership Will Fuel More Growth

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...

IBM Research and NeuReality Announce Partnership For AI

NeuReality is the first Licensee of IBM’s reduced-precision core for AI IBM (NYSE: IBM) and NeuReality, an Israeli AI systems and semiconductor company, have signed an agreement to develop the next generation of high-performance AI inference platforms. IBM and...

Jack Dongarra Named 2021 ACM Turing Award Recipient

ACM honors the computer scientist, famous for the TOP500 Supercomputer program and HPC Software. Dongarra helped fuel the growth of High-Performance Computing across the globe. The ACM A.M. Turing award, named after the British scientist Alan M. Turing who articulated...

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...