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 | In the News
Everyone thinks they are a comic. And everyone in big-cap high tech says they can design better and/or cheaper AI chip alternatives to the industry leader, Nvidia. Turns out, it’s simply not so easy. Apple and AWS have recently faced setbacks in AI growth, and Tesla...
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...
by Karl Freund | Aug 11, 2025 | In the News
Everyone thinks they are a comic. And everyone in big cap high tech thinks they can design better and/or cheaper AI chip alternatives to the industry-leader, Nvidia. Turns out, it’s simply not that easy. Apple and AWS have recently run aground in AI growth, and Tesla...
by Karl Freund | Jul 11, 2025 | In the News
While GPU performance has been the focus in data centers over the last few years, the performance of fabrics has become a key enabler or bottleneck in achieving the throughput and latency required to create and deliver artificial intelligence at scale. Nvidia’s...
by Karl Freund | Jul 10, 2025 | In the News
The AI world continues to evolve rapidly, especially since the introduction of DeepSeek and its followers. Many have concluded that enterprises don’t really need the large, expensive AI models touted by OpenAI, Meta, and Google, and are focusing instead on...
