by Karl Freund | Nov 12, 2025 | In the News
With so much focus on inference processing, it is easy to overlook the AI training market, which continues to drive gigawatts of AI computing capacity. The latest benchmarks show that the training of AI models, an immense investment in power and compute, continues to...
by Karl Freund | Nov 10, 2025 | In the News
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...
by Karl Freund | Oct 30, 2025 | Video
In this roundtable, Baya Systems’ Nandan Nayampally joins Karl Freund (Cambrian-AI Research) and Jim McGregor (Tirias Research) to discuss how chiplets, modular design, and software-driven interconnects are reshaping AI infrastructure. More Cambrian-AI Visions Video...
by Karl Freund | Oct 28, 2025 | In the News
Nvidia GTC has become not only a key event for AI but has also branched out to Asia, Europe, and Washington, DC to keep developers and buyers up to date on the latest advances in high-performance computing technology. This year’s DC event, which kicked off with...
by Karl Freund | Oct 27, 2025 | In the News
Qualcomm announcement omits many details, but Humain will be a key customer. Qualcomm has quietly been in the AI data center since the company introduced the Qualcomm AI100 in 2019. Now, Qualcomm has taken a big step forward, launching a data center AI chip, PCIe...
by Karl Freund | Oct 21, 2025 | In the News
While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba Nova. While Groq and Samba Nova seem to be getting some traction,...
by Karl Freund | Oct 6, 2025 | In the News
AMD just won the biggest AI deal in the company’s history, with OpenAI entering a definitive agreement to deploy 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by AMD Instinct MI450 series GPUs set to start in the second half of 2026. The...
by Karl Freund | Sep 25, 2025 | In the News
Snapdragon sponsored my trip to Maui to see the new hardware being announced at the annual Snapdragon Summit in Maui. Qualcomm has rolled out new Snapdragon 8 for mobile and X2 Elite for Laptops that take on the competition with faster performance and lower power than...
by Karl Freund | Sep 19, 2025 | In the News
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)....
by Karl Freund | Sep 9, 2025 | In the News
In an industry-first, Nvidia has announced a new GPU, the Rubin CPX, to offload the compute-intensive “context processing” off another GPU. Yep, now, for some AI, you will need two GPUs to achieve maximize performance and profit. I would be surprised if the...
