by Karl Freund | Jul 8, 2026 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. Leonard Lee (neXt Curve), Karl Freund (Cambrian AI Research), and Jim McGregor (Tirias Research), unpack a dense and drama-filled month in AI and...
by Karl Freund | Jun 24, 2026 | In the News
At the Qualcomm 2026 Investor Day, the company disclosed it’s data center roadmap and, perhaps more importantly, announced that Meta has entered into a multi-year, multi-generation agreement with Qualcomm to deploy its data center technologies. This is a strong...
by Karl Freund | Jun 17, 2026 | In the News
Many have heard a lot about Agentic AI, and how it will impact our lives, our businesses, and even our relationships with computing devices. This article lays out the basic landscape for agentic AI infrastructure, spanning personal devices, edge computing, and...
by Karl Freund | Jun 15, 2026 | In the News
Remember in high school when your math teacher tried to teach (logarithmic) log math? Yeah, me either. But now Tensordyne, a startup based in Germany and California, has launched an AI accelerator that operates in the logarithmic domain, claiming a 17-fold improvement...
by Karl Freund | Jun 1, 2026 | In the News
AI silicon complexity is outpacing engineering scale—even at NVIDIA’s headcount. Autonomy is becoming existential, not a nice-to-have. And EDA vendors are rusing in to fill that need. In February, Cadence Design rocked the chip world by announcing they had developed...
