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...
