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...

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New Fabrics Enable Efficient AI Acceleration

While GPU performance has been the focus in data centers over the last few years, the performance of fabrics has become a key enabler or bottleneck in achieving the throughput and latency required to create and deliver artificial intelligence at scale. Nvidia’s...

Xilinx Enters The SmartNIC Market

The CPU in today’s data center is increasingly burdened by the need to process networking jobs. According to Xilinx’s VP Marketing for Data Center Products, Donna Yasay, networking stacks can tax CPUs up to 30%, robbing them of the cycles needed to run users’...

Cerebras Files For The Very First Generative AI IPO

If Cerebras can grow beyond its initial benefactor, G42, this IPO will be a rocket ship. If not, … It may be hard to believe, but there hasn’t been a single IPO for an AI hardware company. Period. Not One. Why? Because none of the startups have yet to achieve the...

NVIDIA L40S: A Datacenter GPU For Omniverse And Graphics That Can Also Accelerate AI Training & Inference

I’m getting a lot of inquiries from investors about the potential for this new GPU and for good reasons; it is fast! NVIDIA announced a new passively-cooled GPU at SIGGRAPH, the PCIe-based L40S, and most of us analysts just considered this to be an upgrade to the...

IBM Nears Breakthrough In New Memory Class

IBM Research has been working on new non-volatile magnetic memory for over two decades. Non-volatile memory is wonderful for retaining data without power, but it is extremely slow, and does not last forever. Primary computer memory (Dynamic Random Access Memory, or...

Hyundai And Samsung Lead $100M Investment Round In Tenstorrent

Partners make great investors because their intent is to secure influence and gain access to advanced technology. Hyundai Motor Group and the Samsung Catalyst Fund have co-led a $100M investment in Tenstorrent, and both companies plan to use Tenstorrent’ tech. I love...

Buckle Up! Here’s The Hot News From Nvidia GTC 2024

There is so much to share, so here is our take from Jensen’s Keynote address... After a five year Covid hiatus, Jensen Huang took the stage for an in-person Keynote at the SAP Arena to an adoring crowd of techies and investors. Like in the olden days, the man in the...

NVIDIA Omniverse: The Useful Metaverse

Omniverse is not a toy; it enables digital twins of the real world as it exists, or as it will become. A few weeks ago I read an article on another media platform that asserted the need for the metaverse to embrace users beyond the creative teams of game developers...

NVIDIA Launches New GPUs And Services for Generative AI Inferencing

A new PCI-card with 12 times more inference throughput for large models like ChatGPT and NeMo services for Foundation Model customizations. Jensen Huang was thoroughly enjoying his virtual stage time at this year's GTC event. Why not? His company’s stock is up 80%...

AMD Claims MI300X Is The World’s Fastest AI Hardware

The hardware looks quite capable, but the software optimization story has a long way to go to get close to Nvidia. But given the current demand/supply imbalance, I suspect AMD can sell all they can make. AMD launched the MI300 in San Jose to an anxious audience of...