by Karl Freund | Oct 6, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month, Leonard, Karl, and Jim unpack the hottest takes from Qualcomm’s Snapdragon Summit 2026, AI Infrastructure Summit, the Bank of...
by Karl Freund | Sep 19, 2026 | In the News
The AI Infra Summit (formerly AI HW Summit) this year was huge, with over 9,000 registered on-site attendees over three packed days of sessions in Santa Clara stretching over six large stages and a show floor that seemed to span miles. Next year will be even bigger,...
by Karl Freund | Sep 14, 2026 | In the News
As I described in a recent article, several chip design startups are working to revolutionize chip design with AI, just as Anthropic’s Claude Code has revolutionized software development. Could we be approaching the day when AI can design a finished chip just from the...
by Karl Freund | Sep 10, 2026 | In the News
Nvidia has done something unexpected: the AI leader is partnering with its (previous?) competitor d-Matrix to build an alternative disaggregated inference solution. Why not wait for the Groq LPU3, which essentially solves the same problem using fast SRAM for...
by Karl Freund | Sep 5, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. This month, Leonard Lee (neXt Curve), Karl Freund (Cambrian AI Research), and Jim McGregor (Tirias Research) unpack the hottest takes from Hot...
