by Karl Freund | Sep 9, 2025 | In the News
In an industry-first, Nvidia has announced a new GPU, the Rubin CPX, to offload the compute-intensive “context processing” off another GPU. Yep, now, for some AI, you will need two GPUs to achieve maximize performance and profit. I would be surprised if the...
by Karl Freund | Sep 9, 2025 | In the News
The Nvidia juggernaught faces increased competition, but keeps innovating in silicon, software and systems design to keep its No. 1 position in the AI market. The industry standard MLCommons organization has just released the latest benchmarks for inference...
by Karl Freund | Sep 5, 2025 | In the News
The latest TPU and the upcoming Ironwood supercomputer were just the start Google is taking the next step in its quest to become a serious challenger to Nvidia GPUs. As I recently noted in my post on CSP silicon costs and failures, Google is the exception. Google...
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...
