The Latest News in AI

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

Qualcomm Readies CPUs For The Data Center Using Nvidia NVLink Fusion

by Karl Freund | Sep 5, 2025 | In the News

NVLink has become a second, and perhaps deeper, moat for Nvidia, following its CUDA software tools and libraries. There's a reason the AI community prefers NVLink for connecting multiple GPUs: it is mind-blowingly fast, more than three times the performance of the...

Nvidia Ups Its Robotics Game With Blackwell-Based Jetson Thor

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

Nvidia focuses on maximum performance and efficiency. We’ve all heard the predictions: the Next Big Thing will be “Physical AI” (Nvidia) or “Embodied AI” (Qualcomm). Jensen Huang has predicted that in a decade, there will be more robots than humans on Earth. These...

It’s Moving Day!

by Karl Freund | Aug 23, 2025 | In the News

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...

HotChips Preview: Nvidia Scales AI Beyond The Data Center

by Karl Freund | Aug 22, 2025 | In the News

The annual HotChips conference starts this Sunday, Aug. 24, in San Francisco. Nvidia is scheduled to present six sessions covering topics of interest to AI data center users and operators and will make several key announcements I’ll cover in this article. (Like most...

Skipping Nvidia Left Amazon, Apple And Tesla Behind In AI

by Karl Freund | Aug 11, 2025 | In the News

Everyone thinks they are a comic. And everyone in big cap high tech thinks they can design better and/or cheaper AI chip alternatives to the industry-leader, Nvidia. Turns out, it’s simply not that easy. Apple and AWS have recently run aground in AI growth, and Tesla...

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NVIDIA Cranks Up The Volume On Arm CPU And Omniverse Software

by Karl Freund | June 7, 2022 | In the News | 0 Comments

Two industry events have provided the stage for NVIDIA to share their plans for a proprietary Arm CPU based product line that we believe will transform their own business and the AI/HPC industry landscape. NVIDIA used the annual Computex and International Super...

Intel Focusses On AI At Big Event, And For Good Reasons

by Karl Freund | December 15, 2023 | In the News | 0 Comments

Intel has a multi-prong AI strategy. The company announced the AI PC and Intel Xeon Gen5 with excellent AI performance and TCO. Intel announced new products for desktops and servers, and the focus for both was AI, where Intel has a commanding lead over the...

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...

Don’t Trust AI? NVIDIA Guardrails May Lower Your Anxiety, And Save Your Job.

by Karl Freund | April 25, 2023 | In the News | 0 Comments

A new Nemo Open-Source toolkit allow engineers to easily build a front-end to any Large Language Model to control topic range, safety, and security. We’ve all read about or experienced the major issue of the day when it comes to large language models (LLMs). “My LLM...

AI Hardware: Harder Than It Looks

by Karl Freund | October 29, 2019 | AI and Machine Learning, In the News | 0 Comments

The second AI HW Summit took place in the heart of Silicon Valley on September 17-18, with nearly fifty speakers presenting to over 500 attendees (almost twice the size of last year’s inaugural audience). While I cannot possibly cover all the interesting companies on...

NeMo Megatron Reinforces NVIDIA AI Leadership In Large Language Models

by Karl Freund | August 12, 2022 | In the News | 0 Comments

LLMs are changing AI, and NVIDIA is changing its platform to excel in this fast-growing field Alberto Romero, Cambrian-AI Analyst, contributed to this story Transformer-based large language models (LLMs) are reshaping the AI landscape today. Since OpenAI established...

The Age of Chiplets is Upon Us

by Karl Freund | December 9, 2024 | In the News | 0 Comments

The idea of chiplets is simple: develop the best semiconductors for the needed functions using the most proper manufacturing process. Then combine an assortment of chiplets on a multi-die package, and voila! A lower-cost approach to advanced semiconductors. The...

AMD To Power ‘El Capitan’ Super Computer From HPE’s Cray

by Karl Freund | March 20, 2020 | AI and Machine Learning, In the News | 0 Comments

Last fall, as Cray was being acquired by Hewlett-Packard Enterprise for $1.6B, the company announced that it had been selected by the US DOE for two more exa-scale supercomputers based on the processor-agnostic Cray Shasta architecture. The Lawrence Livermore National...

What’s Next For On-Device AI? Ask Qualcomm

by Karl Freund | July 1, 2024 | In the News | 0 Comments

Qualcomm held a one day analyst event in San Diego updating us all on their AI research. Pretty amazing stuff, but the big news is yet to come with a new Oryon-based Snapdragon expected this Fall, and perhaps a new Cloud AI 100 next year. Qualcomm was pretty confident...

Synopsys Laps Competition With Second Generation AI

by Karl Freund | August 23, 2021 | In the News | 0 Comments

EDA Leader Synopsys paints path to Software-Designed Si Last year, EDA leader Synopsys announced it had developed an AI chip design instrument called DSO.ai that could produce faster, lower cost, and more power-efficient chips by using an AI to figure out how to best...