The Latest News in AI

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

New MLPerf Benchmarks Show Why NVIDIA Reworked Its Product Roadmap

Every six months, NVIDIA, Intel and Google show how much their AI training hardware and software have improved while their competitors hide in the bushes. NVIDIA is starting to see some competitive threats but remains the leader, especially in the scale of its...

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...

Intel To Separate Programmable Solutions Group (PSG); IPO Seen In Next 2-3 Years

Thanks to Microsoft’s appetite for FPGAs in the data center, the programmable hardware chips were a hot story in 2015. So, Intel acquired Altera for $16.7B. Then AMD acquired Altera’s biggest competitor, Xilinx, in 2022 for a whopping $50B. Now, unsurprisingly, Intel...

Synopsys Lays Out The Benefits Of AI

At the annual Synopsys User Group Meeting, CEO Aart de Geuss explains the industry dynamics in an engineering world transformed by AI. I won’t start this blog by talking about Chat GPT. You’re tired of hearing about it, right? But the same technology (reinforcement...

MediaTek Aims To Become A Player In Huge Markets

MediaTek mobile phone SoCs have historically been considered a) Asian, and b) low end. Thats all about to change with their Dimensity 9300 chip, which also enables entry into markets like the IoT and automotive, where the company is partnering with Nvidia for Advanced...

Who Won The Latest AI Drag Race? AWS Or NVIDIA?

Of course the answer depends on who you ask. There is a quiet drama simmering over AI chip benchmarks. This isn’t the first time, and will certainly not be the last. Keeps me busy. This time, it is between Amazon Web Services (AWS) and NVIDIA. It is always NVIDIA. Not...

Cerebras, 23’s Most Successful AI Startup, Sees A Bright Future

With revenue and customer commitments approaching $1B, Cerebras’ Wafer Scale Engine has likely generated more business than all other startup players combined. Needless to say, CEO Andrew Feldman is feeling pretty bullish about 2024. As previously discussed, Cerebras...

Intel Lays Out Strategy For AI: It’s Habana

Last month, Intel announced that it would acquire Israeli AI chip startup Habana Labs for $2B. At the time, I opined that this probably spelled the end for chips from the 2016 Nervana acquisition. Intel planned to bring out both the inference and the training versions...

Nvidia Matures Its AI, While AMD Plays Catchup At Computex

Nvidia broadens its reach to ensure that AI delivers on its promises. AMD is building faster chips, faster. The Market appears to prefers the former: Nvidia is up nearly 5%, while AMD is down ~2.5% today. Which is better? Well Elon Musk said Sunday on X that his xAI...

Will Nvidia GTC Mark The Peak Of AI?

In these explosive times and stock market surges, let’s look at where we might find the nuggets of new growth. Nvidia will focus on additional growth opportunities in Inference processing, Software, Edge, and Automotive; Nvidia is nowhere near Peak AI. Yes, GTC is a...