by Karl Freund | Mar 28, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. Oddly, all three of us agree, March has turned out to be a pivotal month set by MWC and NVIDIA’s GTC. The AI silicon and systems script is being...
by Karl Freund | Mar 23, 2026 | In the News
Donning his signature black leather jacket, Nvidia Founder and CEO Jensen Huang once again wowed his fans, totaling over 30,000 in the San Jose’s SAP Arena, with dazzling technology and extreme claims, including the company’s first post-GPU product. Agentic AI took...
by Karl Freund | Mar 21, 2026 | Video
Leonard, Karl, and Jim attended the AI event of the year, NVIDIA’s GTC 2026. This year, the agentic AI theme went into overdrive with its DeepSeek moment, OpenClaw. Or was it a ChatGPT moment? The trio unpacks a deluge of announcements from NVIDIA’s technology stack...
by Karl Freund | Feb 24, 2026 | In the News
The AI hardware market looks a lot different today than it did yesterday, thanks to the introduction of the Taalas Hardcore AI architecture. Founded two and a half years ago, Taalas has developed a platform for transforming any AI model into custom silicon, hardening...
by Karl Freund | Feb 10, 2026 | In the News
The semiconductor industry has been applying AI to accelerate chip design for over three years, achieving 10X productivity gains and focusing primarily on tasks that now seem relatively easy, such as floor-plan optimization using massive recurrent neural networks. But...
by Karl Freund | Jan 26, 2026 | In the News
Many analysts like to say that AI will become pervasive, applied to just about every aspect of computing to improve product quality, increase productivity, increase revenues, and lower costs. While investors remain alert for any signs that the bubble is about to...
by Karl Freund | Jan 15, 2026 | In the News
Cerebras, famous for being the only AI company with a full wafer-scale chip, has landed OpenAI, its first major US-based hyperscaler. Prior to this deal, Cerebras has been successful securing investments and system commitments from a relatively small number of...
by Karl Freund | Jan 7, 2026 | In the News
Its got to be tough being an Nvidia competitor. You think you are close to catching up, perhaps even taking the lead, and then, bang! Nvidia brings out yet another latest and greatest. This year brings perhaps the biggest generational change ever witnessed in Nvidia,...
by Karl Freund | Dec 23, 2025 | In the News
In the world of quantum computing, some of the world’s most important tech giants are striving to achieve a permanent advantage over classical computing, solving problems that simply cannot be solved using any number of classical computers. A bevy of start-ups are...
by Karl Freund | Dec 3, 2025 | In the News
OK, I haven’t done this in a while; no excuse other than laziness. But here are ten concrete, defensible predictions for AI in 2026, with a bias toward things that materially matter for infra, enterprises, and policy. 1. Agentic AI moves from demos to staffed “digital...
