The Latest News in AI

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

Nvidia Contributes Blackwell And Ethernet Tech To Meta’s Open Compute

by Karl Freund | Oct 15, 2024 | In the News

Many think of Nvidia as a closed ecosystem. But as AI transitions from fast chips to address a full-system challenge, Nvidia is helping drive an open industry. Yes, CUDA is closed. Nvidia says it has to be closed in order to develolp an optimized software abstraction...

How AI Changes The Role Of Memory Companies And Their Value

by Karl Freund | Oct 14, 2024 | In the News

As GPU’s become a bigger part of data center spend, the companies that provide the HBM memory needed to make them sing are benefitting tremendously. AI system performance is highly dependent on memory capacity, bandwidth and latency. Consequently, memory technology is...

Flex Announces Liquid-Cooled Rack And Power Solutions At OCP Event

by Karl Freund | Oct 14, 2024 | In the News

Flex is expanding its role in the AI data center market with power, cooling and infrastructure solutions for the most demanding AI servers. Artificial Intelligence (AI) is reshaping the data center, creating opportunities to help manage the flow of power and cooling...

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

by Karl Freund | Oct 11, 2024 | In the News

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 Consequently, AMD’s performance claims are already out of date.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...

Qualcomm Has Become A Leader In Automotive Automation

by Karl Freund | Oct 8, 2024 | In the News

Qualcomm's auto-related revenue jumped 87% year over year in the second quarter this year, well ahead of rivals Nvidia and Mobileye. Qualcomm estimated its automotive pipeline to be $45B earlier this year, double that of the previous year. Qualcomm's automotive...

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SiFive Is Leading The Way For Innovation On RISC-V

by Karl Freund | August 14, 2022 | In the News | 0 Comments

The company appears well positioned to challenge CPU incumbents with high performance RISC-V CPUs and Vector Extensions to the open ISA architecture. The RISC-V CPU Instruction Set Architecture (ISA) is emerging as a serious challenger to current CPUs based on...

Who Is The Leader In AI Hardware?

by Karl Freund | November 5, 2019 | AI and Machine Learning, In the News | 0 Comments

A few months ago, I published a blog that highlighted Qualcomm’s plans to enter the data center market with the Cloud AI100 chip sometime next year. While preparing the blog, our founder and principal analyst, Patrick Moorhead, called to point out that Qualcomm ,...

Welcome To 2024. It Promises To Be Quite The AI Ride!

by Karl Freund | January 8, 2024 | In the News | 0 Comments

2023 has been a fun year in AI, to say the least. OpenAI and ChatGPT changed nearly everything, and the AI revolution is just beginning. Nvidia will ship somewhere around 2 million H100-class GPUs in 2024, AMD is now shipping the MI300, and Intel Gaudi3 is coming...

Is Intel Turning The Corner?

by Karl Freund | June 16, 2023 | In the News | 0 Comments

Intel stock is up 35% in the last three weeks on a string of good news. Is there more to come? Semiconductors have been one of the fastest growing segments on Wall Street this year. Intel has quietly recovered its losses over the last year, with the bulk of the...

Will NVIDIA Enter The Race For Quantum Computing?

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

Well, not directly. However, the company is making it easier to develop code for quantum machines using GPUs. Ok, let's face it. Programming quantum computers is hard. REALLY hard. While we do not expect NVIDIA to develop and market their own quantum system any time...

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...

D-Matrix AI Chip Promises Efficient Transformer Processing

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

Startup combines Digital In-Memory Compute and chiplet implementations for data-center-grade inferencing. This article was written by Cambrian-AI Analysts Alberto Romero and Karl FreundD-Matrix was founded in 2019 by two veterans in the field of AI hardware, Sid Sheth...

NVIDIA DPU & Intel IPU: Game Changers Or Just Smart NICs?

by Karl Freund | August 2, 2021 | In the News | 0 Comments

Intel has joined the fray to create a new category of Smart Network Interfaces, but with a different strategy than NVIDIA. Back in 2020, when we were all still afraid to leave our homes, NVIDIA launched what it said was a new kind of processor that combined the...

Cerebras Gets Into The Inference Market With A Bang

by Karl Freund | August 27, 2024 | In the News | 0 Comments

Cerebras’ Wafer-Scale Engine has only been used for AI training, but new software enables leadership inference processing performance and costs. Should Nvidia be afraid? As Cerebras prepares to go public, it has expanded its target markets and competitive stance by...

IBM Research Touts AI Supercomputer For Foundation AI

by Karl Freund | February 2, 2023 | In the News | 0 Comments

IBM has built a supercomputer, named Vela, in the IBM Cloud to help its scientists create and optimize new AI models.AI needs a lot of horsepower. IBM AI Research, which has been investigating new digital and analog processor technologies to speed the calculations AI...