The Latest News in AI

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

Skipping Nvidia Left Amazon, Apple And Tesla Behind In AI

by Karl Freund | Aug 11, 2025 | In the News

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...

New Fabrics Enable Efficient AI Acceleration

by Karl Freund | Jul 11, 2025 | In the News

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...

Who Needs Big AI Models? Amazon Web Services Using Cerebras Hardware

by Karl Freund | Jul 10, 2025 | In the News

The AI world continues to evolve rapidly, especially since the introduction of DeepSeek and its followers. Many have concluded that enterprises don't really need the large, expensive AI models touted by OpenAI, Meta, and Google, and are focusing instead on smaller...

Is Nvidia Competing With Its GPU Cloud Partners?

by Karl Freund | Jun 17, 2025 | In the News

Nvidia recently announced two new cloud initiatives. First, the company announced DGX Cloud Lepton, designed to connect artificial intelligence developers with Nvidia’s wide network of cloud providers. Second, Nvidia announced a new cloud service, the Industrial AI...

AMD Announces MI350 GPU And Future Roadmap Details

by Karl Freund | Jun 12, 2025 | In the News

AMD held their now-annual Advancing AI event today in Silicon Valley, with new GPUs, new networking, new software, and even a rack-scale architecture for 2026/27 to better compete with the Nvidia NVL72 that is taking the AI world by storm. Let’s dive in! Net-Net...

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IBM Launches Quantum System Two And A Roadmap To Quantum Advantage

by Karl Freund | December 4, 2023 | In the News | 0 Comments

IBM announced its path to achieve over 100,000 qubits and over a billion circuit gates. When realized, IBM may create the world's first platform for universal computation in a quantum system. It sounds like Quantum Nirvana is finally in sight. Background Building a...

Speeding AI With Co-Processors

by Karl Freund | May 7, 2025 | In the News | 0 Comments

Most chips today are built from a combination of customized logic blocks that deliver some special sauce, and off-the-shelf blocks for commonplace technologies such as I/O, memory controllers, etc. But there is one needed function that has been missing; an AI...

ChatGPT: Massive Disruption

by Karl Freund | January 30, 2023 | In the News | 0 Comments

Our relationship with computers will never look the same. Here are the winners and losers. The web, the media, and my email are entirely full of ChatGPT missives and questions. I’ve spent hours with scores of investors, all wanting to understand the impact on...

Cadence Design And Nvidia Team To Create AI Data Center Digital Twin

by Karl Freund | September 19, 2025 | In the News | 0 Comments

The data center business is in a bit of a panic. Demand is skyrocketing. Rack power requirements have increased from ~12KW per rack to over 125 KW in just the last year. Now they are preparing for a Gigawatt rack in the next two to three years (Nvidia Rubin Ultra)....

Blaize AI: Now In Production And Trials

by Karl Freund | August 31, 2020 | AI and Machine Learning, In the News, Semiconductor | 0 Comments

Last November I covered Blaize and its silicon and software strategy, and noted that the company’s fairly large team has been focused on early customer engagements to gain insights and accelerate adoption. Now the company, backed by industrial heavyweights such as...

AI Startup Tsavorite Emerges With $100M In Orders, 10X Performance

by Karl Freund | November 10, 2025 | In the News | 0 Comments

Another player has entered the AI semiconductor arena, and they’re not holding back. Tsavorite Scalable Intelligence, a Silicon Valley startup, has come onto the scene with bold performance claims, just a week before the SC25 event in St. Louis, Missouri. While their...

BrainChip Sees Gold In Sequential Data Analysis At The Edge

by Karl Freund | August 22, 2023 | In the News | 0 Comments

Unlike in image processing or large language models, few AI startups are focused on sequential data processing, which includes video processing and time-series analysis. BrainChip is just fine with that. With all the buzz around LLM generative AI, it is understandable...

Eight Takeaways From NVIDIA GTC

by Karl Freund | March 29, 2022 | In the News | 0 Comments

New Hopper GPU, Grace Superchips, New OGX Server for Omniverse, Faster networking, New DGX Servers & Pods, Enterprise AI Software, 60 updated SDKs, Next-Gen Hyperion Drive, Omniverse Cloud, ... I could go on and on! But neither of us has the time, so... GTC always...

Two Can’t-Miss Events For AI Hardware

by Karl Freund | October 3, 2019 | AI and Machine Learning, In the News | 0 Comments

There are two conferences coming up that AI developers, executives, and investors should consider attending to get the latest from the industry’s leaders and challengers. I will attend both and I hope to see many of my readers there! Let’s take a closer look at what’s...

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...