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...
by Karl Freund | Oct 28, 2025 | In the News
Nvidia GTC has become not only a key event for AI but has also branched out to Asia, Europe, and Washington, DC to keep developers and buyers up to date on the latest advances in high-performance computing technology. This year’s DC event, which kicked off with...
by Karl Freund | Oct 27, 2025 | In the News
Qualcomm announcement omits many details, but Humain will be a key customer. Qualcomm has quietly been in the AI data center since the company introduced the Qualcomm AI100 in 2019. Now, Qualcomm has taken a big step forward, launching a data center AI chip, PCIe...
by Karl Freund | Oct 21, 2025 | In the News
While Nvidia gets most of the press and market volume, there are three startups that have designed custom silicon and rack-scale infrastructure to compete with them head-on: Cerebras, Groq and Samba Nova. While Groq and Samba Nova seem to be getting some traction,...
