by Karl Freund | Mar 14, 2025 | In the News
This article was first published in EE Times. Synopsys recently launched two new hardware-assisted verification (HAV) systems, intended to address the need for specialized hardware to manage the complexity of modern chip design. In this article, we look at the...
by Karl Freund | Mar 12, 2025 | In the News
Thanks to innovations like DeepSeek, training AI has become cheaper. However, inference is becoming more demanding as we ask AI to think harder before answering our questions. Nvidia, Groq, and Cerebras Systems (clients of Cambrian-AI Research) have all released...
by Karl Freund | Mar 4, 2025 | In the News
Discussions about Deep Seek’s impact on Nvidia is everywhere. Yesterday, I heard an investor on CNBC’s “Fast Money” program pontificate that Deep Seek and its disruptive technology mean that “Nobody needs an Nvidia H100 anymore,” much less a Blackwell. I...
by Karl Freund | Feb 14, 2025 | In the News
While the Deep Seek Moment crashed most semiconductor stocks as investors feared lower demand for data center AI chips, these new, smaller AI models are just the ticket for on-device AI. “DeepSeek R1 and other similar models recently demonstrated that AI models are...
by Karl Freund | Feb 11, 2025 | In the News
There has been considerable discussion and stock price volatility of late surrounding the expected timing of useful applications and hardware for quantum computing. One month after Google created excitement around its Willow quantum chip, Nvidia CEO Jensen Huang and...
by Karl Freund | Jan 14, 2025 | In the News
While Nvidia and the European Union have expressed their displeasure with the latest salvo of AI export restrictions from the Biden administration, a few companies and countries could actually benefit from them. But the industry as a whole will suffer, and so will...
