by Karl Freund | Sep 5, 2025 | In the News
NVLink has become a second, and perhaps deeper, moat for Nvidia, following its CUDA software tools and libraries. There’s a reason the AI community prefers NVLink for connecting multiple GPUs: it is mind-blowingly fast, more than three times the performance of...
by Karl Freund | Aug 31, 2025 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this second August monthly recap episode, Leonard, Karl and Jim talk about some of the top headlines of the second half of August. Topics that...
by Karl Freund | Aug 25, 2025 | In the News
Nvidia focuses on maximum performance and efficiency. We’ve all heard the predictions: the Next Big Thing will be “Physical AI” (Nvidia) or “Embodied AI” (Qualcomm). Jensen Huang has predicted that in a decade, there will be more robots than humans on Earth. These...
by Karl Freund | Aug 23, 2025 | Video
Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the first couple of weeks of August while we...
by Karl Freund | Aug 23, 2025 | In the News
Its Hard to Start Over. But It is Time… From Forbes to Substack. I’ve been publishing on Forbes for over a decade, focusing primarily on AI Hardware as an Industry Analyst. My company is Cambrian-AI Research, which I founded after leaving Moor Insights and Strategy in...
