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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Graphcore Launches 3rd-Gen AI With Wafer-On-Wafer (WoW!) Technology

Startup also teases $120M Brain-Scale AI “Good Computer” For 2024 Remember Intel’s old Tick-Tock processor roadmap? The company alternated between two approaches, bringing out a new generation featuring architectural enhancements, then subsequently shrinking that chip...

Amid Takeover Rumors, Intel Launches Xeon 6P And Gaudi 3.

While acquisition rumors swirled, Intel launched two products that are vital to the success of Pat Gelsinger’s turnaround strategy. But are they competitive? While the press is full of reports of Qualcomm's potential acquisition of Intel, which we doubt will occur,...

Neutral-Atom Quantum: What Is It, And Why Infleqtion Stands Out

Late last year, I wrote a Forbes piece about IBM, the leader in quantum computing using superconducting circuits, and promised an update on other modalities. This is the first follow-on piece and explores neutral-atom (NA) quantum, which operates at room temperature,...

Can CEO Lip-Bu Tan Save Intel?

After only 14 days on the job, Monday was showtime for Intel’s newest CEO, Lip-Bu Tan. During his keynote at the Intel Vision event in Las Vegas, Mr. Tan reiterated the messages communicated in his shareholder letter two weeks ago. He wants to focus Intel on...

Amazon EC2 Inf1 Instances Now Support Amazon SageMaker

image: AWS Last year at AWS reInvent, out of the 100s of announcements, I chose the top 5 for overall, long-term impact. One of those was Amazon’s EC2 Inf1 Instances that used its new Inferentia machine learning inference chip. I chose Inf1 Instances as a top 5 for a...

Cerebras Partners With Qualcomm, Launches 3rd-Gen Wafer-Scale AI

The newest system from Cerebras can handle multi-trillion parameter generative AI problems at twice the performance of its predecessor, while partnering with Qualcomm will help them cut inference processing costs by 10X. Cerebras Systems, the innovative startup who’s...

NVIDIA Keeps The Performance Crown For AI Inference For The 6th Time In A Row

In The Data Center And On The Edge, the bottom line is that the H100 (Hopper-based) GPU is up to four times faster than the NVIDIA A100 on the newly released ​MLPerf V2.1 benchmark suite. The A100 retains leadership in many benchmarks versus other available products...

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

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...

NVIDIA Launches New GPUs And Services for Generative AI Inferencing

A new PCI-card with 12 times more inference throughput for large models like ChatGPT and NeMo services for Foundation Model customizations. Jensen Huang was thoroughly enjoying his virtual stage time at this year's GTC event. Why not? His company’s stock is up 80%...

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...