by Karl Freund | Jul 21, 2026 | In the News
Nvidia has unveiled more details about its Vera CPU, announced earlier this year and now in volume production. Vera appears differentiated in the crowded CPU market, with Nvidia claiming more efficiency and better performance especially for agentic AI workloads. The...
by Karl Freund | Jul 15, 2026 | In the News
Have you noticed a disturbing trend lately in your AI stocks? As analysts continue to increase their earnings and price projections for popular AI stocks, the prices continue to decline. All in spite of massive revenue growth projections. Yahoo Finance tallies the...
by Karl Freund | Jul 15, 2026 | In the News
Cadence has been rolling out new “Super Agents” at an impressive pace to provide chip design teams with agentic AI support across the chip design workflow. The latest iteration will cut the time needed to design the Printed Circuit Boards (PCBs) and advanced...
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...
