by Karl Freund | Jan 7, 2026 | In the News
Its got to be tough being an Nvidia competitor. You think you are close to catching up, perhaps even taking the lead, and then, bang! Nvidia brings out yet another latest and greatest. This year brings perhaps the biggest generational change ever witnessed in Nvidia,...
by Karl Freund | Dec 23, 2025 | In the News
In the world of quantum computing, some of the world’s most important tech giants are striving to achieve a permanent advantage over classical computing, solving problems that simply cannot be solved using any number of classical computers. A bevy of start-ups are...
by Karl Freund | Dec 3, 2025 | In the News
OK, I haven’t done this in a while; no excuse other than laziness. But here are ten concrete, defensible predictions for AI in 2026, with a bias toward things that materially matter for infra, enterprises, and policy. 1. Agentic AI moves from demos to staffed “digital...
by Karl Freund | Nov 25, 2025 | In the News
The AI sphere is abuzz lately with news and rumors that the latest Google TPU, Ironwood, is powering the Gemini3 model, outpacing OpenAI on many metrics including intelligence and performance. Now, The Information, echoed by Bloomberg and CNBC, is reporting that...
by Karl Freund | Nov 12, 2025 | In the News
With so much focus on inference processing, it is easy to overlook the AI training market, which continues to drive gigawatts of AI computing capacity. The latest benchmarks show that the training of AI models, an immense investment in power and compute, continues to...
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...
