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Silicon Futures for August 2026 – Hot Chips 2026, Octane, OpenAI Jalapeño

Silicon Futures for August 2026 – Hot Chips 2026, Octane, OpenAI Jalapeño

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...
Silicon Futures for July 2026 – AMD Advancing AI, Open model debate, OpenAI’s rogue agent crisis

Silicon Futures for July 2026 – AMD Advancing AI, Open model debate, OpenAI’s rogue agent crisis

by Karl Freund | Aug 5, 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), try to make sense of a world of AI and...

Could EDA AI Startups Be The New Claude Of Chip Design?

by Karl Freund | Aug 3, 2026 | In the News

A few months ago I wrote an article on Forbes about Cadence Design SuperAgents that front-end the company’s chip design tools to speed elements of the design workflow by up to 10X, according to the company. Now, several EDA AI startups have entered the game with...

Disaggregated Inference Is Splitting AI Hardware In Two

by Karl Freund | Jul 29, 2026 | In the News

For most of the AI boom, the industry has talked about inference as if it were one problem, solved with one accelerator architecture. The problem was treated almost as a lookup table: what is the question, then look up the answer by traversing through the neural...

Infleqtion Adds 50 Logical-Qubit System To Chicago Quantum Hub

by Karl Freund | Jul 22, 2026 | In the News

In A Nutshell: Infleqtion to deliver neutral-atom quantum computing platform to Illinois in 2027, one of the first contracts for a fault-tolerant, Nvidia NVQLink-integrated, neutral-atom quantum system, according to the company. Chicago, Illinois is laying the...
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  • Could EDA AI Startups Be The New Claude Of Chip Design?
  • Disaggregated Inference Is Splitting AI Hardware In Two
  • Infleqtion Adds 50 Logical-Qubit System To Chicago Quantum Hub
  • Vera CPU Is Strategic For Nvidia, Not A Side Show
  • What Is Driving The Divergence Between AI Analyst Targets And Reality

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  • Silicon Futures for August 2026 – Hot Chips 2026, Octane, OpenAI Jalapeño
  • Silicon Futures for July 2026 – AMD Advancing AI, Open model debate, OpenAI’s rogue agent crisis
  • Could EDA AI Startups Be The New Claude Of Chip Design?

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