The Latest News in AI

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

Pat Gelsinger’s First Big Bet

New Intel CEO pledges $20B in Fab investments. Is that enough? What’s next? Newly installed Intel CEO Pat Gelsinger didn’t waste any time announcing that his top priority will be to “fix” the company’s manufacturing shortcomings which have delayed recent products by...

Intel Creates $1B Innovation Fund To Grow RISC-V Market (And Attract New Foundry Customers)

This announcement will have a long-lasting impact on the entire semiconductor industry: Intel must fabricate chips for its competitors to grow its foundry business, and is investing in the emerging RISC-V market as the catalyst. Intel competitors Andes Technology,...

ChatGPT: Massive Disruption

Our relationship with computers will never look the same. Here are the winners and losers. The web, the media, and my email are entirely full of ChatGPT missives and questions. I’ve spent hours with scores of investors, all wanting to understand the impact on...

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...

Cerebras, Groq And SambaNova Line Up To Compete With Nvidia

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,...

AMD Launches 3rd Generation EPYC

AMD’s new EPYC server chip promises better performance than Intel.

Who Is The Leader In AI Hardware?

A few months ago, I published a blog that highlighted Qualcomm’s plans to enter the data center market with the Cloud AI100 chip sometime next year. While preparing the blog, our founder and principal analyst, Patrick Moorhead, called to point out that Qualcomm ,...

NVIDIA DGX Cloud Gives CSPs And Their Customers Exactly What They Want: Fast AI, Fast

NVIDIA’s offering integrates the company’s best GPU hardware and software into AI Supercomputers of virtually any size in the cloud, enabling enterprises to build and deploy AI without infrastructure hassles. While some may confuse this as NVIDIA competing with cloud...

Amazon EC2 Inf1 Instances Now Support Amazon SageMaker

image: AWS Last year at AWS reInvent, out of the 100s of announcements, I chose the top 5 for overall, long-term impact. One of those was Amazon’s EC2 Inf1 Instances that used its new Inferentia machine learning inference chip. I chose Inf1 Instances as a top 5 for a...

Nvidia Announces Rubin CPX GPU To Speed Long-Context AI

In an industry-first, Nvidia has announced a new GPU, the Rubin CPX, to offload the compute-intensive “context processing” off another GPU. Yep, now, for some AI, you will need two GPUs to achieve maximize performance and profit. I would be surprised if the...