The Latest News in AI

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

Nvidia Contributes Blackwell And Ethernet Tech To Meta’s Open Compute

Many think of Nvidia as a closed ecosystem. But as AI transitions from fast chips to address a full-system challenge, Nvidia is helping drive an open industry. Yes, CUDA is closed. Nvidia says it has to be closed in order to develolp an optimized software abstraction...

It’s Moving Day!

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...

With MLPerf, NVIDIA Wins, AGAIN!

While the new H100 GPU shows off its Transformer Engine in MLPerf, Intel advances with Gaudi-2 accelerator, and MosaicML shows A100 results nearly as good as H100 with their software. Every six months, MLCommons orchestrates and publishes on mlcommons.org over one...

Skipping Nvidia Left Amazon, Apple And Tesla Behind In AI

Everyone thinks they are a comic. And everyone in big cap high tech thinks they can design better and/or cheaper AI chip alternatives to the industry-leader, Nvidia. Turns out, it’s simply not that easy. Apple and AWS have recently run aground in AI growth, and Tesla...

NVIDIA Dominates A Near-Empty Field In AI Benchmarks Again

The Qualcomm AI chip also looks pretty efficient, but where is everyone else? MLCommons, the not-for-profit organization that manages the AI benchmarks collectively known as MLPerf, has just released the V1.0 inference results. While NVIDIA once again dominated the...

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...

Cadence Supercomputer Appliance Enables Full-Scale Digital Twins

Computational Fluid Dynamics, or CFD, software simulates the flow of fluids around an object in fine detail and is indispensable to auto and aerospace manufacturers. But it takes a lot of FLOPS to simulate how a full system (a car, plane, jet engine, ...) behaves in...

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...

NVIDIA Cranks Up The Volume On Arm CPU And Omniverse Software

Two industry events have provided the stage for NVIDIA to share their plans for a proprietary Arm CPU based product line that we believe will transform their own business and the AI/HPC industry landscape. NVIDIA used the annual Computex and International Super...

Could Graphcore’s Second Chip Challenge NVIDIA?

Graphcore, a UK-based startup, launched its first Intelligence Processing Unit (IPU) for AI acceleration in 2018. Today it introduced its second-generation product for AI, a massively parallel chip with 59.4 billion transistors that delivers some 250 Trillion...