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Agentic AI Reshapes Nvidia Strategy Beyond GPUs At GTC

by Karl Freund | Mar 23, 2026 | In the News

Donning his signature black leather jacket, Nvidia Founder and CEO Jensen Huang once again wowed his fans, totaling over 30,000 in the San Jose’s SAP Arena, with dazzling technology and extreme claims, including the company’s first post-GPU product. Agentic AI took...
The Silicon Futures NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)

The Silicon Futures NVIDIA GTC 2026 Recap (with Karl Freund and Jim McGregor)

by Karl Freund | Mar 21, 2026 | Video

Leonard, Karl, and Jim attended the AI event of the year, NVIDIA’s GTC 2026. This year, the agentic AI theme went into overdrive with its DeepSeek moment, OpenClaw. Or was it a ChatGPT moment? The trio unpacks a deluge of announcements from NVIDIA’s technology stack...
Silicon Futures for February 2026 – NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!

Silicon Futures for February 2026 – NVIDIA earnings, Qualcomm & HUMAIN, AMD & Meta and more!

by Karl Freund | Feb 26, 2026 | Video

Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter. In this episode, Leonard, Karl and Jim talk about some of the top headlines from February of 2026. ➡️ NVIDIA’s earnings results for Q4 FY26...

Taalas Launches Hardcore Chip With ‘Insane’ AI Inference Performance

by Karl Freund | Feb 24, 2026 | In the News

The AI hardware market looks a lot different today than it did yesterday, thanks to the introduction of the Taalas Hardcore AI architecture. Founded two and a half years ago, Taalas has developed a platform for transforming any AI model into custom silicon, hardening...

This Cadence AI Super Agent Is World’s First To Automate Chip Design

by Karl Freund | Feb 10, 2026 | In the News

The semiconductor industry has been applying AI to accelerate chip design for over three years, achieving 10X productivity gains and focusing primarily on tasks that now seem relatively easy, such as floor-plan optimization using massive recurrent neural networks. But...
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