The Latest News in AI

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

Qualcomm Readies CPUs For The Data Center Using Nvidia NVLink Fusion

by Karl Freund | Sep 5, 2025 | In the News

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 Ups Its Robotics Game With Blackwell-Based Jetson Thor

by Karl Freund | Aug 25, 2025 | In the News

Nvidia focuses on maximum performance and efficiency. We’ve all heard the predictions: the Next Big Thing will be “Physical AI” (Nvidia) or “Embodied AI” (Qualcomm). Jensen Huang has predicted that in a decade, there will be more robots than humans on Earth. These...

It’s Moving Day!

by Karl Freund | Aug 23, 2025 | In the News

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...

HotChips Preview: Nvidia Scales AI Beyond The Data Center

by Karl Freund | Aug 22, 2025 | In the News

The annual HotChips conference starts this Sunday, Aug. 24, in San Francisco. Nvidia is scheduled to present six sessions covering topics of interest to AI data center users and operators and will make several key announcements I’ll cover in this article. (Like most...

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...

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Qualcomm Could Benefit Most From DeepSeek’s New, Smaller AI

by Karl Freund | February 14, 2025 | In the News | 0 Comments

While the Deep Seek Moment crashed most semiconductor stocks as investors feared lower demand for data center AI chips, these new, smaller AI models are just the ticket for on-device AI. “DeepSeek R1 and other similar models recently demonstrated that AI models are...

Is NVIDIA Becoming A CPU Supplier, Competing With Intel And AMD?

by Karl Freund | May 23, 2023 | In the News | 0 Comments

NVIDIA Announces First Arm-Based Supercomputer Without GPUs The fact that NVIDIA is partnering with HPE to build a Grace-based Supercomputer should not surprise anyone. They had previously announced two; a monster machine called Alps at the Swiss National...

Disaggregated Inference Is Splitting AI Hardware In Two

by Karl Freund | July 29, 2026 | In the News | 0 Comments

For most of the AI boom, the industry has talked about inference as if it were one problem, solved with one accelerator architecture. The problem was treated almost as a lookup table: what is the question, then look up the answer by traversing through the neural...

AMD Launches New GPU And EPYC CPU Right Across NVIDIA’s Bow

by Karl Freund | November 8, 2021 | In the News | 0 Comments

The Instinct MI200 is nearly five times faster than the NVIDIA A100 for HPC, but is theoretically only 20% faster for AI. One year ago I complained that the newly announced AMD MI100 GPU was great for HPC, but inadequate for most AI workloads. Now AMD has announced...

Big AI Inference Has Become A Big Deal And A Bigger Business

by Karl Freund | March 12, 2025 | In the News | 0 Comments

Thanks to innovations like DeepSeek, training AI has become cheaper. However, inference is becoming more demanding as we ask AI to think harder before answering our questions. Nvidia, Groq, and Cerebras Systems (clients of Cambrian-AI Research) have all released...

NVIDIA Acquires Bright Computing For Cluster Management

by Karl Freund | January 24, 2022 | In the News | 0 Comments

Privately-held Bright is a favorite of HPC users, and will reinforce NVIDIA’s strategy of providing full-stack solutions for Enterprise HPC and AI. Bright Computing has been around since 2009, providing large-scale cluster management for HPC installations. The...

Synopsys Creates Cloud OpenLink For Cross-Vendor EDA Collaboration

by Karl Freund | October 31, 2023 | In the News | 0 Comments

When you put a chip project in the hands of a cloud service like Synopsys Cloud, how do you integrate the “other” vendor tools in your EDA workflow? That's the question Synopsys is trying to answer. Synopsys launched its Synopsys Cloud offering last year and is seeing...

Intel Habana Launches 2nd Gen AI Chips

by Karl Freund | May 16, 2022 | In the News | 0 Comments

Habana launches new chips for training and inference, claiming 2X performance advantage over last generation NVIDIA A100 Habana launched their 1st chip at the inaugural Kisaco AI Hardware Summit in 2018 with excellent performance and efficiency. Unfortunately for...

Jack Dongarra Named 2021 ACM Turing Award Recipient

by Karl Freund | April 7, 2022 | In the News | 0 Comments

ACM honors the computer scientist, famous for the TOP500 Supercomputer program and HPC Software. Dongarra helped fuel the growth of High-Performance Computing across the globe. The ACM A.M. Turing award, named after the British scientist Alan M. Turing who articulated...

IBM To Deploy Quantum System In The Basque Country Of Spain.

by Karl Freund | March 24, 2023 | In the News | 0 Comments

127-qubit Quantum System One to advance quantum science in Southern Europe IBM has announced that it has contracted with Fundación Ikerbasque to install and manage a new Quantum computer system, including Qiskit Runtime Services, in the Basque Country. The 127-qubit...