The Latest News in AI

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

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...

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...

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The Cambrian AI Landscape: GROQ

by Karl Freund | February 25, 2021 | In the News | 0 Comments

Ex-Google TPU engineers have been there and done that! Startup Groq is now sampling its AI platform to select customers and claims to have built the most efficient DNN processor in the industry. However, we need more transparency to substantiate this claim, in my...

Cerebras And Mayo Clinic Announce Foundation Model For Healthcare

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

JP Morgan’s annual Healthcare Conference is almost becoming an AI event as doctors and AI scientists collaborate to turn petabytes of clinical data into generative AI models and actionable insights. The progress made since Chat GPT’s arrival demonstrates that we are...

Why Can’t NVIDIA Be Bested In MLPerf?

by Karl Freund | November 8, 2020 | AI and Machine Learning, In the News | 0 Comments

MLPerf, an industry consortium of over 70 companies and institutions, has released the second round of AI Inference processing results. These benchmarks now represent production applications from all major areas of AI deployment today. But only a few technologies...

Can CEO Lip-Bu Tan Save Intel?

by Karl Freund | April 3, 2025 | In the News | 0 Comments

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...

What Is Driving The Divergence Between AI Analyst Targets And Reality

by Karl Freund | July 15, 2026 | In the News | 0 Comments

Have you noticed a disturbing trend lately in your AI stocks? As analysts continue to increase their earnings and price projections for popular AI stocks, the prices continue to decline. All in spite of massive revenue growth projections. Yahoo Finance tallies the...

NVIDIA Adds New Software That Can Double H100 Inference Performance

by Karl Freund | September 8, 2023 | In the News | 0 Comments

TensorRT-LLM adds a slew of new performance-enhancing features to all NVIDIA GPUs. Just ahead of the next round of MLPerf benchmarks, NVIDIA has announced a new TensorRT software for Large Language Models (LLMs) that can dramatically improve performance and efficiency...

It’s Moving Day!

by Karl Freund | August 23, 2025 | In the News | 0 Comments

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...

IBM Research Says Analog AI Will Be 100X More Efficient. Yes, 100X.

by Karl Freund | September 23, 2021 | In the News | 0 Comments

IBM AI Hardware Research Center has delivered significant digital AI logic, and now turns their attention to solving AI problems in an entirely new way. Gary Fritz, Cambrian-AI Research Analyst, contributed to this article. AI is showing up in nearly every aspect of...

IBM Announces Two Innovations To Advance Quantum Computing

by Karl Freund | November 20, 2022 | In the News | 0 Comments

Error Mitigation and Dynamic Circuits will unlock new era of exploration on IBM Quantum computers for at least the next five years. In addition to the new Osprey chip, IBM has announced two innovations at the annual Quantum Summit, one around error mitigation, and one...

NVIDIA And Intel Publish First GPT3 Benchmarks; AMD, AWS, And Google Are MIA

by Karl Freund | June 27, 2023 | In the News | 0 Comments

Let’s look into the results and explore why so many competitors chose not to play ball. Those who follow me know the drill: MLCommons publishes benchmarking results every 3 months, alternating between inferencing and training. Then I explain the results and whine...