The Latest News in AI

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

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 ,...

IBM Teams With AMD For Cloud AI Acceleration

This could be quite telling, as IBM had previously been using Nvidia for it’s internal cloud AI research. IBM has selected AMD to provide AI accelerators for the IBM Cloud. This is another milestone for AMD, which needs cloud adoption to achieve its goals. And IBM...

Qualcomm Cloud AI 100 Is 3X More Efficient. What’s Missing?

New MLPerf benchmarks lay a solid foundation; now the company needs to finish the job. As the Cambrian Explosion reverberates across the landscape of AI chips, the benchmarking silence of many challengers stands in sharp contrast to their marketing hype. Most are...

Micron Looks To Be First To Market With HBM3 Update For Generative AI And HPC

According to the company, the new Gen-2 of HBM increases memory capacity by 50%, with another bump in the works for 2024. As you may have heard, in addition to NVIDIA GPUs, generative AI eats memory for lunch. And dinner. In fact, running ChatGPT takes 8 or 16 GPUs...

Nvidia Sweeps AI Benchmarks While AMD Misses The Boat. Again.

Nvidia did not submit results for Blackwell either, as it wasn’t ready when results had to be submitted, but still won the race with the Hopper GPU by up to 4X. Too bad for AMD, as they probably have the most to gain by publishing results for the MI300, even if Hopper...

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

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...

SiFive Is Leading The Way For Innovation On RISC-V

The company appears well positioned to challenge CPU incumbents with high performance RISC-V CPUs and Vector Extensions to the open ISA architecture. The RISC-V CPU Instruction Set Architecture (ISA) is emerging as a serious challenger to current CPUs based on...

What Is Physical AI, And Why It Could Change The World

Nvidia CEO Jensen Huang believes Physical AI will be the next big thing. Emerging robots will take many forms, all powered by AI. Recently Nvidia has been extolling a future where robots will be everywhere. Intelligence machines will be in the kitchen, the factory,...

IBM Shares Quantum Use Cases In Dazzling New Book

The IBM Institute for Business Value (IBV) has published a beautiful book, good to read and also a substantial addition to any executive office: the fourth edition of The Quantum Decade. The 168-page tome written by over 70 professionals in every industry, clearly...

OpenAI’s Deep Research Demands More Hardware, Not Less

Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s "Fast Money" program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I struggle to...