The Latest News in AI

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

As we said, Google is the Exception to the Rule!

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

The latest TPU and the upcoming Ironwood supercomputer were just the start Google is taking the next step in its quest to become a serious challenger to Nvidia GPUs. As I recently noted in my post on CSP silicon costs and failures, Google is the exception. Google...

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...

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The 2020 AI HW Summit: Beware The Benchmarks

by Karl Freund | October 28, 2020 | AI and Machine Learning, In the News | 0 Comments

The 3rd annual AI Hardware Summit concluded last week, after four days of mind-bending presentations, panels and discussions about the Cambrian Explosion in AI. For well over two years, many of us industry observers have waited for the players, big and small, to...

This Cadence AI Super Agent Is World’s First To Automate Chip Design

by Karl Freund | February 10, 2026 | In the News | 0 Comments

The semiconductor industry has been applying AI to accelerate chip design for over three years, achieving 10X productivity gains and focusing primarily on tasks that now seem relatively easy, such as floor-plan optimization using massive recurrent neural networks. But...

NVIDIA AI Runs The Mlperf Table Again

by Karl Freund | August 17, 2020 | AI and Machine Learning, In the News | 0 Comments

Today, the industry standard AI benchmarking group, mlperf, released its 3rd raft of submissions for training AI networks, and just like the first two releases, NVIDIA swept a sparse competitive field in the category of commercially available hardware and software....

Tenstorrent Opens Office In Japan To Capitalize On RISC-V + AI

by Karl Freund | March 14, 2023 | In the News | 0 Comments

Is the company setting up the first RISC-V HPC win? Tenstorrent, the Toronto-based semiconductor company, now led by the super-star chip designer Jim Keller, has just opened a new office in Japan. So, as many other AI startups are struggling, Tenstorrent is doubling...

IBM Research Innovates “Serverless” Approach To Quantum

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

Quantum computing promises near-miraculous performance, but it comes with a lot of caveats. Most importantly, the problem being solved must be amenable to expression into the quantum “circuits” that can run on todays hardware. But what if only parts of the problem fit...

Hyundai And Samsung Lead $100M Investment Round In Tenstorrent

by Karl Freund | August 2, 2023 | In the News | 0 Comments

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...

How To Run Large AI Models On An Edge Device

by Karl Freund | July 10, 2023 | In the News | 0 Comments

It can be done, but it requires the edge device vendor to work to optimize the model. A hybrid approach can also extend the applicability of LLMs by combining Cloud and Edge processing. When most people think of Artificial Intelligence (AI), they imagine a berserk...

IBM Research Says Analog AI Will Be 100X More Efficient. Yes, 100X.

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

IBM AI Hardware Research Center has delivered significant digital AI logic, and now turns their attention to solving AI problems in an entirely new way. Gary Fritz, Cambrian-AI Research Analyst, contributed to this article. AI is showing up in nearly every aspect of...

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

by Karl Freund | December 12, 2023 | In the News | 0 Comments

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...

AI Training: “I’m Not Dead Yet!”

by Karl Freund | November 12, 2025 | In the News | 0 Comments

With so much focus on inference processing, it is easy to overlook the AI training market, which continues to drive gigawatts of AI computing capacity. The latest benchmarks show that the training of AI models, an immense investment in power and compute, continues to...