The Latest News in AI

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

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...

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An Update On Intel And Habana Labs

Last week, I reported that Intel plans to switch its AI acceleration from Nervana technology to Habana Labs, which it acquired in December. Since Intel had planned to bring out both the inference and the training versions of Nervana’s second generation, this came as...

Cerebras Systems And G42 Build 2nd Phase Of Joint AI Supercomputer

The only AI Hardware startup to realize revenue exceeding $100M has finished the first phase of Condor Galaxy 1 AI Supercomputer with partner G42 of the UAE. Other Cerebras customers are sharing their CS-2 results at Supercomputing ‘23, building momentum for the...

Synopsys Certifies AI-Lead Design And IP Solutions For Samsung’s 2nm

2nm is the Next Big Thing in chip production, and Synopsys design tools and IP are now ready for production work and tape-outs on Samsung’s latest fab. Samsung has its eyes on the prize, hoping to secure more design wins as it competes with TSMC for the semiconductor...

Using AI To Build Better Chips

With so many startups and large semiconductor firms racing to get new AI chips to market, electronic tool and design service firms like Synopsys, Cadence and Mentor Graphics are looking for new approaches to help designers speed their time to market. Ironically, one...

Promising Returns For Synopsys.ai Suite Of AI Solutions

Synopsys is seeing strong demand for its newer AI technologies in test, verification, manufacturing and analog migration, in addition to the ongoing need for design optimization (DSO.ai). Synopsys was the first Electronic Design Automation (EDA) company to provide AI...

Qualcomm Readies CPUs For The Data Center Using Nvidia NVLink Fusion

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’s New HW Alleviates Concerns For Blackwell Transition

I awoke Sunday morning to an article in The Information written to instigate fear, uncertainty and doubt amongst Nvidia investors and users. Don’t worry. Nvidia’s got this. The article circulating this weekend highlighted the thermal challenges some customers face...

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...

AMD Launches MI325 AI Accelerator To Challenge Nvidia. Stock Fell 4.5%

Chasing Nvidia is hard; Team Green simultaneously countered with new software that can triple AI performance. Consequently, AMD’s performance claims are already out of date. And AMD compared it against the older Hopper, not Blackwell which will ship long before the...

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...