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...
by Karl Freund | Nov 25, 2025 | In the News
The AI sphere is abuzz lately with news and rumors that the latest Google TPU, Ironwood, is powering the Gemini3 model, outpacing OpenAI on many metrics including intelligence and performance. Now, The Information, echoed by Bloomberg and CNBC, is reporting that...
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...
